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 | $16,483 | $165,335-90.0% | $149,696-89.0% | $158,922-89.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 41.22% | 348.15%-306.9pp | 276.60%-235.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $1,121 | $5,103-78.0% | $4,644-75.9% | $4,761-76.5% |
| Participant deferral / active EE | $4,222 | $7,181-41.2% | $6,842-38.3% | $5,982-29.4% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |