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 | $18,552 | $104,251-82.2% | $91,001-79.6% | $147,584-87.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 24.71% | 27.06%-2.4pp | 4.60%+20.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $3,761 | $3,116+20.7% | $2,456+53.2% | $4,876-22.9% |
| Participant deferral / active EE | $6,366 | $4,195+51.7% | $3,547+79.4% | $5,439+17.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |