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 | $12,803 | $98,750-87.0% | $149,696-91.4% | $79,858-84.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 22.54% | 27.43%-4.9pp | 276.60%-254.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,157 | $3,216-64.0% | $4,644-75.1% | $2,471-53.2% |
| Participant deferral / active EE | $3,775 | $5,680-33.5% | $6,842-44.8% | $3,740+0.9% |
| Admin fee / account holder | $193 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |