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 | $20,194 | $165,335-87.8% | $149,696-86.5% | $158,922-87.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 40.42% | 348.15%-307.7pp | 276.60%-236.2pp | 302.83%-262.4pp |
| Employer contribution / active EE | $2,046 | $5,103-59.9% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $4,642 | $7,181-35.4% | $6,842-32.1% | $5,982-22.4% |
| Admin fee / account holder | $245 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |