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 5-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 | $2,445 | $156,846-98.4% | $121,098-98.0% | $139,434-98.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 29.89% | 1474.56%-1444.7pp | 985.75%-955.9pp | 372.94%-343.1pp |
| Employer contribution / active EE | $486 | $5,536-91.2% | $4,164-88.3% | $4,751-89.8% |
| Participant deferral / active EE | $515 | $4,844-89.4% | $4,080-87.4% | $6,710-92.3% |
| Admin fee / account holder | $165 | $6,946-97.6% | $5,644-97.1% | $11,403-98.6% |