See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,901 | $217,402-98.7% | $185,823-98.4% | $167,490-98.3% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.88% | 148.36%-139.5pp | 122.05%-113.2pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,399 | $5,873-76.2% | $5,167-72.9% | $4,837-71.1% |
| Participant deferral / active EE | $3,676 | $6,356-42.2% | $5,568-34.0% | $6,341-42.0% |
| Admin fee / account holder | $171 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |