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 | $8,826 | $159,901-94.5% | $146,958-94.0% | $145,922-94.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 222.97% | 98.13%+124.8pp | 418.34%-195.4pp | 561.29%-338.3pp |
| Employer contribution / active EE | $2,221 | $5,286-58.0% | $4,933-55.0% | $4,660-52.3% |
| Participant deferral / active EE | $5,211 | $8,428-38.2% | $8,070-35.4% | $6,688-22.1% |
| Admin fee / account holder | $17 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |