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 | $14,544 | $181,894-92.0% | $156,549-90.7% | $273,961-94.7% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 46.38% | 30.74%+15.6pp | 32.23%+14.1pp | 41.45%+4.9pp |
| Employer contribution / active EE | $1,354 | $6,248-78.3% | $5,501-75.4% | $4,869-72.2% |
| Participant deferral / active EE | $4,299 | $5,550-22.5% | $4,871-11.7% | $5,287-18.7% |
| Admin fee / account holder | $74 | $15,559-99.5% | $13,027-99.4% | $10,132-99.3% |