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 | $16,947 | $157,256-89.2% | $141,162-88.0% | $152,861-88.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 36.21% | 64.32%-28.1pp | 71.39%-35.2pp | 345.32%-309.1pp |
| Employer contribution / active EE | $2,852 | $5,261-45.8% | $4,735-39.8% | $4,762-40.1% |
| Participant deferral / active EE | $4,412 | $7,109-37.9% | $6,709-34.2% | $5,850-24.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |