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 10-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 | $21,915 | $98,750-77.8% | $149,696-85.4% | $79,858-72.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 28.97% | 27.43%+1.5pp | 276.60%-247.6pp | 31.71%-2.7pp |
| Employer contribution / active EE | $3,068 | $3,216-4.6% | $4,644-33.9% | $2,471+24.2% |
| Participant deferral / active EE | $6,742 | $5,680+18.7% | $6,842-1.5% | $3,740+80.3% |
| Admin fee / account holder | $196 | $6,053-96.8% | $9,309-97.9% | $5,306-96.3% |