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 | $15,489 | $89,355-82.7% | $141,162-89.0% | $72,985-78.8% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 61.62% | 111.85%-50.2pp | 71.39%-9.8pp | 81.00%-19.4pp |
| Employer contribution / active EE | $2,945 | $3,114-5.4% | $4,735-37.8% | $2,440+20.7% |
| Participant deferral / active EE | $4,727 | $5,418-12.7% | $6,709-29.5% | $3,607+31.0% |
| Admin fee / account holder | $74 | $5,958-98.8% | $10,261-99.3% | $5,124-98.5% |