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 | $15,222 | $98,750-84.6% | $149,696-89.8% | $79,858-80.9% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 29.38% | 27.43%+2.0pp | 276.60%-247.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $2,535 | $3,216-21.2% | $4,644-45.4% | $2,471+2.6% |
| Participant deferral / active EE | $3,719 | $5,680-34.5% | $6,842-45.6% | $3,740-0.6% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,309-99.6% | $5,306-99.2% |