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 7-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 | $16,361 | $198,466-91.8% | $170,442-90.4% | $147,584-88.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 26.80% | 257.29%-230.5pp | 205.93%-179.1pp | 578.55%-551.7pp |
| Employer contribution / active EE | $2,568 | $6,184-58.5% | $5,433-52.7% | $4,876-47.3% |
| Participant deferral / active EE | $3,973 | $5,629-29.4% | $4,939-19.6% | $5,439-27.0% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |