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 | $18,266 | $81,460-77.6% | $103,333-82.3% | $80,856-77.4% |
| Participation rate | 74.5% | 66.8%+7.7pp | 74.5%0pp | 67.6%+6.9pp |
| Annual return | 12.86% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,068 | $3,105+63.2% | $3,868+31.0% | $2,755+84.0% |
| Participant deferral / active EE | $2,591 | $3,869-33.0% | $5,057-48.8% | $4,296-39.7% |
| Admin fee / account holder | $40 | $6,566-99.4% | $8,355-99.5% | $6,918-99.4% |