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 8-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 | $20,278 | $112,096-81.9% | $95,952-78.9% | $158,922-87.2% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 36.15% | 171.09%-134.9pp | 91.61%-55.5pp | 302.83%-266.7pp |
| Employer contribution / active EE | $1,555 | $3,198-51.4% | $2,541-38.8% | $4,761-67.3% |
| Participant deferral / active EE | $4,115 | $4,784-14.0% | $4,167-1.2% | $5,982-31.2% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |