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 3-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 | $10,461 | $150,187-93.0% | $120,354-91.3% | $145,922-92.8% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 16.46% | 154.07%-137.6pp | 107.15%-90.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,382 | $4,348-68.2% | $3,463-60.1% | $4,660-70.3% |
| Participant deferral / active EE | $2,376 | $6,173-61.5% | $4,991-52.4% | $6,688-64.5% |
| Admin fee / account holder | $69 | $12,207-99.4% | $9,423-99.3% | $13,397-99.5% |