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 10-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 | $23,046 | $217,402-89.4% | $185,823-87.6% | $167,490-86.2% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 16.37% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,703 | $5,873-71.0% | $5,167-67.0% | $4,837-64.8% |
| Participant deferral / active EE | $2,761 | $6,356-56.6% | $5,568-50.4% | $6,341-56.5% |
| Admin fee / account holder | $192 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |