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 3-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 | $16,635 | $159,901-89.6% | $146,958-88.7% | $145,922-88.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 19.40% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,822 | $5,286-65.5% | $4,933-63.1% | $4,660-60.9% |
| Participant deferral / active EE | $8,032 | $8,428-4.7% | $8,070-0.5% | $6,688+20.1% |
| Admin fee / account holder | $252 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |