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 | $15,367 | $197,591-92.2% | $177,821-91.4% | $158,922-90.3% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 31.18% | 58.76%-27.6pp | 48.32%-17.1pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,530 | $6,697-77.2% | $5,918-74.1% | $4,761-67.9% |
| Participant deferral / active EE | $5,475 | $8,405-34.9% | $7,714-29.0% | $5,982-8.5% |
| Admin fee / account holder | $40 | $15,399-99.7% | $12,427-99.7% | $11,246-99.6% |