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 | $27,917 | $91,552-69.5% | $133,956-79.2% | $79,858-65.0% |
| Participation rate | 76.3% | 73.3%+3.0pp | 79.8%-3.5pp | 69.6%+6.7pp |
| Annual return | 29.11% | 61.85%-32.7pp | 45.09%-16.0pp | 31.71%-2.6pp |
| Employer contribution / active EE | $1,395 | $2,384-41.5% | $3,919-64.4% | $2,471-43.6% |
| Participant deferral / active EE | $4,177 | $3,733+11.9% | $5,048-17.2% | $3,740+11.7% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |