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 4-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 | $8,790 | $93,571-90.6% | $135,903-93.5% | $75,163-88.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 147.20% | 30.90%+116.3pp | 68.23%+79.0pp | 160.62%-13.4pp |
| Employer contribution / active EE | $2,415 | $3,537-31.7% | $4,856-50.3% | $2,670-9.6% |
| Participant deferral / active EE | $4,190 | $6,404-34.6% | $7,758-46.0% | $4,125+1.6% |
| Admin fee / account holder | $162 | $6,975-97.7% | $10,762-98.5% | $5,651-97.1% |