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 7-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 | $12,887 | $210,648-93.9% | $177,989-92.8% | $145,922-91.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.19% | 385.86%-371.7pp | 294.48%-280.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,169 | $4,565-74.4% | $3,949-70.4% | $4,660-74.9% |
| Participant deferral / active EE | $2,303 | $6,958-66.9% | $6,276-63.3% | $6,688-65.6% |
| Admin fee / account holder | $184 | $12,013-98.5% | $10,363-98.2% | $13,397-98.6% |