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 | $14,502 | $93,346-84.5% | $71,796-79.8% | $273,961-94.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 8.95% | 130.39%-121.4pp | 78.04%-69.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,337 | $2,733-14.5% | $1,924+21.4% | $4,869-52.0% |
| Participant deferral / active EE | $4,099 | $3,475+18.0% | $2,794+46.7% | $5,287-22.5% |
| Admin fee / account holder | $259 | $6,571-96.1% | $4,815-94.6% | $10,132-97.4% |