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 | $17,823 | $153,772-88.4% | $133,980-86.7% | $273,961-93.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 15.78% | 36.51%-20.7pp | 29.30%-13.5pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,922 | $6,029-68.1% | $5,211-63.1% | $4,869-60.5% |
| Participant deferral / active EE | $4,374 | $6,958-37.1% | $6,282-30.4% | $5,287-17.3% |
| Admin fee / account holder | $92 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |