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 | $23,046 | $152,587-84.9% | $125,175-81.6% | $152,861-84.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 22.73% | 54.84%-32.1pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,663 | $4,946-46.2% | $3,865-31.1% | $4,762-44.1% |
| Participant deferral / active EE | $5,639 | $5,868-3.9% | $4,937+14.2% | $5,850-3.6% |
| Admin fee / account holder | $121 | $13,434-99.1% | $9,702-98.8% | $11,596-99.0% |