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 | $19,037 | $167,484-88.6% | $151,611-87.4% | $134,475-85.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.17% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,525 | $6,829-63.0% | $6,166-59.1% | $4,740-46.7% |
| Participant deferral / active EE | $6,208 | $8,986-30.9% | $8,363-25.8% | $6,400-3.0% |
| Admin fee / account holder | $250 | $13,783-98.2% | $11,616-97.8% | $11,426-97.8% |