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 | $23,280 | $214,378-89.1% | $200,582-88.4% | $142,382-83.6% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 14.45% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,653 | $6,841-75.8% | $6,419-74.2% | $4,299-61.5% |
| Participant deferral / active EE | $4,379 | $9,865-55.6% | $9,331-53.1% | $6,507-32.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |