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 9-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 | $12,670 | $138,065-90.8% | $123,544-89.7% | $135,375-90.6% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 11.09% | 153.68%-142.6pp | 119.20%-108.1pp | 519.73%-508.6pp |
| Employer contribution / active EE | $3,455 | $5,151-32.9% | $4,628-25.3% | $4,779-27.7% |
| Participant deferral / active EE | $4,594 | $6,799-32.4% | $6,426-28.5% | $5,609-18.1% |
| Admin fee / account holder | $35 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |