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 7-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 | $21,541 | $162,781-86.8% | $133,956-83.9% | $158,922-86.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 55.81% | 41.94%+13.9pp | 45.09%+10.7pp | 302.83%-247.0pp |
| Employer contribution / active EE | $2,210 | $4,975-55.6% | $3,919-43.6% | $4,761-53.6% |
| Participant deferral / active EE | $8,131 | $5,911+37.6% | $5,048+61.1% | $5,982+35.9% |
| Admin fee / account holder | $54 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |