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 | $8,351 | $109,327-92.4% | $89,391-90.7% | $158,922-94.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 31.95% | 345.68%-313.7pp | 245.62%-213.7pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,870 | $3,170-41.0% | $2,586-27.7% | $4,761-60.7% |
| Participant deferral / active EE | $2,316 | $4,598-49.6% | $3,890-40.5% | $5,982-61.3% |
| Admin fee / account holder | $23 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |