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 10-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 | $24,205 | $209,411-88.4% | $178,490-86.4% | $158,922-84.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 7.58% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,276 | $5,706-60.1% | $5,011-54.6% | $4,761-52.2% |
| Participant deferral / active EE | $2,791 | $5,954-53.1% | $5,202-46.3% | $5,982-53.3% |
| Admin fee / account holder | $141 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |