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 10-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 | $8,560 | $52,279-83.6% | $89,391-90.4% | $79,858-89.3% |
| Participation rate | 83.3% | 57.5%+25.8pp | 68.0%+15.4pp | 69.6%+13.7pp |
| Annual return | 55.37% | 22.16%+33.2pp | 245.62%-190.2pp | 31.71%+23.7pp |
| Employer contribution / active EE | $1,688 | $1,572+7.4% | $2,586-34.7% | $2,471-31.7% |
| Participant deferral / active EE | $3,238 | $2,740+18.1% | $3,890-16.8% | $3,740-13.4% |
| Admin fee / account holder | $182 | $3,356-94.6% | $4,881-96.3% | $5,306-96.6% |