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 | $9,036 | $183,519-95.1% | $155,509-94.2% | $145,922-93.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 27.56% | 61.17%-33.6pp | 64.67%-37.1pp | 561.29%-533.7pp |
| Employer contribution / active EE | $3,075 | $5,313-42.1% | $4,672-34.2% | $4,660-34.0% |
| Participant deferral / active EE | $5,609 | $6,462-13.2% | $5,626-0.3% | $6,688-16.1% |
| Admin fee / account holder | $175 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |