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 | $18,926 | $165,335-88.6% | $149,696-87.4% | $158,922-88.1% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 26.51% | 348.15%-321.6pp | 276.60%-250.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,341 | $5,103-73.7% | $4,644-71.1% | $4,761-71.8% |
| Participant deferral / active EE | $3,109 | $7,181-56.7% | $6,842-54.6% | $5,982-48.0% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |