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 7-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 | $5,160 | $118,680-95.7% | $98,907-94.8% | $158,922-96.8% |
| Participation rate | 81.3% | 77.8%+3.4pp | 76.0%+5.2pp | 82.0%-0.7pp |
| Annual return | 44.45% | 372.35%-327.9pp | 196.43%-152.0pp | 302.83%-258.4pp |
| Employer contribution / active EE | $2,524 | $3,333-24.3% | $2,689-6.1% | $4,761-47.0% |
| Participant deferral / active EE | $2,777 | $5,088-45.4% | $4,244-34.6% | $5,982-53.6% |
| Admin fee / account holder | $61 | $10,131-99.4% | $6,642-99.1% | $11,246-99.5% |