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 | $16,574 | $152,587-89.1% | $125,175-86.8% | $152,861-89.2% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 31.76% | 54.84%-23.1pp | 43.79%-12.0pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,480 | $4,946-70.1% | $3,865-61.7% | $4,762-68.9% |
| Participant deferral / active EE | $3,587 | $5,868-38.9% | $4,937-27.3% | $5,850-38.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |