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 | $17,209 | $96,557-82.2% | $80,975-78.7% | $273,961-93.7% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 18.41% | 15.14%+3.3pp | 17.10%+1.3pp | 41.45%-23.0pp |
| Employer contribution / active EE | $2,281 | $4,868-53.1% | $3,714-38.6% | $4,869-53.2% |
| Participant deferral / active EE | $8,629 | $6,598+30.8% | $5,696+51.5% | $5,287+63.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |