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 | $21,084 | $152,587-86.2% | $125,175-83.2% | $152,861-86.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 43.79% | 54.84%-11.1pp | 43.79%0pp | 345.32%-301.5pp |
| Employer contribution / active EE | $2,702 | $4,946-45.4% | $3,865-30.1% | $4,762-43.3% |
| Participant deferral / active EE | $8,635 | $5,868+47.2% | $4,937+74.9% | $5,850+47.6% |
| Admin fee / account holder | $60 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |