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 | $10,641 | $89,753-88.1% | $107,525-90.1% | $84,808-87.5% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 104.49% | 29.48%+75.0pp | 181.32%-76.8pp | 40.90%+63.6pp |
| Employer contribution / active EE | $2,871 | $3,113-7.8% | $3,754-23.5% | $2,631+9.1% |
| Participant deferral / active EE | $3,328 | $4,056-18.0% | $5,116-34.9% | $4,212-21.0% |
| Admin fee / account holder | $282 | $7,222-96.1% | $8,919-96.8% | $7,344-96.2% |