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 | $17,647 | $86,286-79.5% | $111,297-84.1% | $85,850-79.4% |
| Participation rate | 97.4% | 73.3%+24.0pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 1550.98% | 19.99%+1531.0pp | 54.65%+1496.3pp | 318.53%+1232.4pp |
| Employer contribution / active EE | $1,185 | $2,043-42.0% | $2,731-56.6% | $2,565-53.8% |
| Participant deferral / active EE | $2,068 | $3,641-43.2% | $4,487-53.9% | $3,952-47.7% |
| Admin fee / account holder | $153 | $8,188-98.1% | $7,964-98.1% | $6,260-97.6% |