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 | $18,063 | $162,781-88.9% | $133,956-86.5% | $158,922-88.6% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 24.14% | 41.94%-17.8pp | 45.09%-21.0pp | 302.83%-278.7pp |
| Employer contribution / active EE | $973 | $4,975-80.4% | $3,919-75.2% | $4,761-79.6% |
| Participant deferral / active EE | $3,895 | $5,911-34.1% | $5,048-22.8% | $5,982-34.9% |
| Admin fee / account holder | $300 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |