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 | $25,104 | $144,119-82.6% | $117,854-78.7% | $147,584-83.0% |
| Participation rate | 77.3% | 83.4%-6.1pp | 79.7%-2.4pp | 82.8%-5.6pp |
| Annual return | 16.83% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,208 | $4,896-75.3% | $3,786-68.1% | $4,876-75.2% |
| Participant deferral / active EE | $1,748 | $5,316-67.1% | $4,482-61.0% | $5,439-67.9% |
| Admin fee / account holder | $210 | $10,886-98.1% | $8,020-97.4% | $10,885-98.1% |