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 | $19,051 | $138,065-86.2% | $123,544-84.6% | $135,375-85.9% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 21.16% | 153.68%-132.5pp | 119.20%-98.0pp | 519.73%-498.6pp |
| Employer contribution / active EE | $1,390 | $5,151-73.0% | $4,628-70.0% | $4,779-70.9% |
| Participant deferral / active EE | $5,393 | $6,799-20.7% | $6,426-16.1% | $5,609-3.8% |
| Admin fee / account holder | $194 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |