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 | $15,143 | $106,749-85.8% | $145,433-89.6% | $82,448-81.6% |
| Participation rate | 98.5% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 114.68% | 27.59%+87.1pp | 66.58%+48.1pp | 41.64%+73.0pp |
| Employer contribution / active EE | $1,297 | $3,444-62.3% | $4,554-71.5% | $2,551-49.1% |
| Participant deferral / active EE | $3,126 | $6,519-52.0% | $7,897-60.4% | $4,139-24.5% |
| Admin fee / account holder | $222 | $8,390-97.4% | $13,129-98.3% | $7,234-96.9% |