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 | $12,290 | $115,770-89.4% | $101,248-87.9% | $158,922-92.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.16% | 56.14%-34.0pp | 46.47%-24.3pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,951 | $4,175-53.3% | $3,660-46.7% | $4,761-59.0% |
| Participant deferral / active EE | $3,328 | $4,957-32.9% | $4,370-23.9% | $5,982-44.4% |
| Admin fee / account holder | $135 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |