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 | $18,030 | $228,332-92.1% | $185,823-90.3% | $158,922-88.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 28.85% | 40.80%-12.0pp | 35.95%-7.1pp | 302.83%-274.0pp |
| Employer contribution / active EE | $2,397 | $4,967-51.7% | $4,087-41.3% | $4,761-49.6% |
| Participant deferral / active EE | $4,899 | $6,415-23.6% | $5,632-13.0% | $5,982-18.1% |
| Admin fee / account holder | $291 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |