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 | $9,967 | $165,335-94.0% | $149,696-93.3% | $158,922-93.7% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 114.52% | 348.15%-233.6pp | 276.60%-162.1pp | 302.83%-188.3pp |
| Employer contribution / active EE | $2,436 | $5,103-52.3% | $4,644-47.5% | $4,761-48.8% |
| Participant deferral / active EE | $4,331 | $7,181-39.7% | $6,842-36.7% | $5,982-27.6% |
| Admin fee / account holder | $26 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |