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 | $15,111 | $107,334-85.9% | $92,893-83.7% | $152,861-90.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 36.77% | 145.58%-108.8pp | 109.41%-72.6pp | 345.32%-308.5pp |
| Employer contribution / active EE | $1,900 | $4,221-55.0% | $3,653-48.0% | $4,762-60.1% |
| Participant deferral / active EE | $4,386 | $4,845-9.5% | $4,236+3.5% | $5,850-25.0% |
| Admin fee / account holder | $46 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |