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 | $14,523 | $63,355-77.1% | $91,989-84.2% | $72,985-80.1% |
| Participation rate | 85.2% | 72.5%+12.7pp | 78.6%+6.6pp | 69.5%+15.7pp |
| Annual return | 108.19% | 35.35%+72.8pp | 69.02%+39.2pp | 81.00%+27.2pp |
| Employer contribution / active EE | $2,249 | $2,116+6.3% | $3,452-34.8% | $2,440-7.8% |
| Participant deferral / active EE | $4,648 | $4,883-4.8% | $5,923-21.5% | $3,607+28.9% |
| Admin fee / account holder | $73 | $4,668-98.4% | $7,743-99.1% | $5,124-98.6% |