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 | $13,029 | $118,849-89.0% | $96,562-86.5% | $167,490-92.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 16.06% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,136 | $3,120-31.5% | $2,356-9.4% | $4,837-55.9% |
| Participant deferral / active EE | $4,012 | $4,616-13.1% | $3,849+4.2% | $6,341-36.7% |
| Admin fee / account holder | $94 | $8,065-98.8% | $6,181-98.5% | $12,309-99.2% |