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 | $9,963 | $177,572-94.4% | $154,803-93.6% | $142,382-93.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.85% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $937 | $4,810-80.5% | $4,305-78.2% | $4,299-78.2% |
| Participant deferral / active EE | $3,003 | $6,272-52.1% | $5,540-45.8% | $6,507-53.8% |
| Admin fee / account holder | $269 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |