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 | $18,933 | $109,881-82.8% | $150,045-87.4% | $84,808-77.7% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 181.01% | 28.25%+152.8pp | 62.55%+118.5pp | 40.90%+140.1pp |
| Employer contribution / active EE | $2,322 | $3,561-34.8% | $4,693-50.5% | $2,631-11.7% |
| Participant deferral / active EE | $5,443 | $6,636-18.0% | $7,997-31.9% | $4,212+29.2% |
| Admin fee / account holder | $41 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |