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 | $13,215 | $93,571-85.9% | $135,903-90.3% | $75,163-82.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 19.10% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,210 | $3,537-37.5% | $4,856-54.5% | $2,670-17.2% |
| Participant deferral / active EE | $4,298 | $6,404-32.9% | $7,758-44.6% | $4,125+4.2% |
| Admin fee / account holder | $256 | $6,975-96.3% | $10,762-97.6% | $5,651-95.5% |