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 | $19,427 | $65,041-70.1% | $90,951-78.6% | $79,858-75.7% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.0%+4.1pp | 69.6%+3.4pp |
| Annual return | 47.67% | 30.45%+17.2pp | 134.60%-86.9pp | 31.71%+16.0pp |
| Employer contribution / active EE | $2,276 | $1,247+82.5% | $2,122+7.3% | $2,471-7.9% |
| Participant deferral / active EE | $3,602 | $2,512+43.4% | $3,373+6.8% | $3,740-3.7% |
| Admin fee / account holder | $103 | $4,536-97.7% | $5,959-98.3% | $5,306-98.1% |