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 10-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 | $16,604 | $63,346-73.8% | $92,233-82.0% | $70,131-76.3% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 15.10% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,753 | $2,471+132.8% | $3,679+56.4% | $2,342+145.6% |
| Participant deferral / active EE | $2,826 | $2,854-1.0% | $3,897-27.5% | $3,332-15.2% |
| Admin fee / account holder | $98 | $3,840-97.4% | $5,194-98.1% | $4,645-97.9% |