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 | $13,716 | $159,934-91.4% | $147,005-90.7% | $145,959-90.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 15.83% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,206 | $5,287-58.3% | $4,934-55.3% | $4,661-52.7% |
| Participant deferral / active EE | $3,560 | $8,427-57.8% | $8,070-55.9% | $6,689-46.8% |
| Admin fee / account holder | $53 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |