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 | $21,252 | $217,402-90.2% | $185,823-88.6% | $167,490-87.3% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.35% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,422 | $5,873-58.8% | $5,167-53.1% | $4,837-49.9% |
| Participant deferral / active EE | $2,845 | $6,356-55.2% | $5,568-48.9% | $6,341-55.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |