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 | $8,810 | $117,841-92.5% | $102,423-91.4% | $145,922-94.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 38.51% | 31.65%+6.9pp | 29.32%+9.2pp | 561.29%-522.8pp |
| Employer contribution / active EE | $2,214 | $3,615-38.8% | $3,023-26.8% | $4,660-52.5% |
| Participant deferral / active EE | $4,558 | $5,731-20.5% | $5,053-9.8% | $6,688-31.9% |
| Admin fee / account holder | $77 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |