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 | $13,820 | $197,591-93.0% | $177,821-92.2% | $158,922-91.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 37.93% | 58.76%-20.8pp | 48.32%-10.4pp | 302.83%-264.9pp |
| Employer contribution / active EE | $2,475 | $6,697-63.1% | $5,918-58.2% | $4,761-48.0% |
| Participant deferral / active EE | $8,677 | $8,405+3.2% | $7,714+12.5% | $5,982+45.1% |
| Admin fee / account holder | $25 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |