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 | $9,321 | $183,519-94.9% | $155,509-94.0% | $145,922-93.6% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 173.31% | 61.17%+112.1pp | 64.67%+108.6pp | 561.29%-388.0pp |
| Employer contribution / active EE | $1,964 | $5,313-63.0% | $4,672-58.0% | $4,660-57.9% |
| Participant deferral / active EE | $5,508 | $6,462-14.8% | $5,626-2.1% | $6,688-17.6% |
| Admin fee / account holder | $69 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |