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 | $13,701 | $228,332-94.0% | $185,823-92.6% | $158,922-91.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 171.49% | 40.80%+130.7pp | 35.95%+135.5pp | 302.83%-131.3pp |
| Employer contribution / active EE | $2,132 | $4,967-57.1% | $4,087-47.8% | $4,761-55.2% |
| Participant deferral / active EE | $6,433 | $6,415+0.3% | $5,632+14.2% | $5,982+7.5% |
| Admin fee / account holder | $22 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |