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 | $24,481 | $209,411-88.3% | $178,490-86.3% | $158,922-84.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.49% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,613 | $5,706-36.7% | $5,011-27.9% | $4,761-24.1% |
| Participant deferral / active EE | $6,790 | $5,954+14.0% | $5,202+30.5% | $5,982+13.5% |
| Admin fee / account holder | $233 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |