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 | $24,523 | $66,813-63.3% | $100,516-75.6% | $73,488-66.6% |
| Participation rate | 71.3% | 77.5%-6.2pp | 79.4%-8.1pp | 70.7%+0.6pp |
| Annual return | 55.27% | 25.70%+29.6pp | 30.89%+24.4pp | 28.51%+26.8pp |
| Employer contribution / active EE | $3,089 | $2,147+43.9% | $3,418-9.6% | $2,270+36.1% |
| Participant deferral / active EE | $7,117 | $5,883+21.0% | $6,270+13.5% | $3,740+90.3% |
| Admin fee / account holder | $161 | $512-68.6% | $8,081-98.0% | $513-68.7% |