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 8-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 | $5,562 | $102,966-94.6% | $90,281-93.8% | $152,861-96.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 35.13% | 95.16%-60.0pp | 78.10%-43.0pp | 345.32%-310.2pp |
| Employer contribution / active EE | $1,265 | $3,139-59.7% | $2,854-55.7% | $4,762-73.4% |
| Participant deferral / active EE | $1,818 | $4,281-57.5% | $3,885-53.2% | $5,850-68.9% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |