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 | $14,695 | $138,065-89.4% | $123,544-88.1% | $135,375-89.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 73.56% | 153.68%-80.1pp | 119.20%-45.6pp | 519.73%-446.2pp |
| Employer contribution / active EE | $3,416 | $5,151-33.7% | $4,628-26.2% | $4,779-28.5% |
| Participant deferral / active EE | $4,676 | $6,799-31.2% | $6,426-27.2% | $5,609-16.6% |
| Admin fee / account holder | $44 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |