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 | $88,672-88.0% | $105,223-89.9% | $82,448-87.1% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 104.49% | 30.86%+73.6pp | 180.65%-76.2pp | 41.64%+62.9pp |
| Employer contribution / active EE | $2,871 | $3,048-5.8% | $3,689-22.2% | $2,551+12.5% |
| Participant deferral / active EE | $3,328 | $4,036-17.5% | $5,072-34.4% | $4,139-19.6% |
| Admin fee / account holder | $282 | $7,146-96.1% | $8,859-96.8% | $7,234-96.1% |