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 | $19,845 | $149,734-86.7% | $118,925-83.3% | $158,922-87.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 33.34% | 19.95%+13.4pp | 35.88%-2.5pp | 302.83%-269.5pp |
| Employer contribution / active EE | $3,350 | $4,115-18.6% | $3,263+2.7% | $4,761-29.6% |
| Participant deferral / active EE | $7,393 | $5,223+41.5% | $4,265+73.3% | $5,982+23.6% |
| Admin fee / account holder | $17 | $8,603-99.8% | $6,581-99.7% | $11,246-99.9% |