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 9-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 | $19,345 | $152,587-87.3% | $125,175-84.5% | $152,861-87.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 30.29% | 54.84%-24.5pp | 43.79%-13.5pp | 345.32%-315.0pp |
| Employer contribution / active EE | $2,658 | $4,946-46.3% | $3,865-31.2% | $4,762-44.2% |
| Participant deferral / active EE | $5,036 | $5,868-14.2% | $4,937+2.0% | $5,850-13.9% |
| Admin fee / account holder | $282 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |