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 | $16,121 | $176,056-90.8% | $159,436-89.9% | $167,490-90.4% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 21.20% | 331.75%-310.5pp | 263.57%-242.4pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,046 | $5,297-80.3% | $4,829-78.4% | $4,837-78.4% |
| Participant deferral / active EE | $4,538 | $7,750-41.4% | $7,352-38.3% | $6,341-28.4% |
| Admin fee / account holder | $51 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |