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 3-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 | $27,207 | $101,317-73.1% | $146,958-81.5% | $74,495-63.5% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 38.25% | 8730.91%-8692.7pp | 418.34%-380.1pp | 1364.94%-1326.7pp |
| Employer contribution / active EE | $4,820 | $3,810+26.5% | $4,933-2.3% | $2,623+83.8% |
| Participant deferral / active EE | $6,867 | $7,303-6.0% | $8,070-14.9% | $4,346+58.0% |
| Admin fee / account holder | $194 | $1,739-88.8% | $12,998-98.5% | $1,942-90.0% |