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 | $32,234 | $197,591-83.7% | $177,821-81.9% | $158,922-79.7% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 38.81% | 58.76%-20.0pp | 48.32%-9.5pp | 302.83%-264.0pp |
| Employer contribution / active EE | $3,255 | $6,697-51.4% | $5,918-45.0% | $4,761-31.6% |
| Participant deferral / active EE | $5,481 | $8,405-34.8% | $7,714-28.9% | $5,982-8.4% |
| Admin fee / account holder | $231 | $15,399-98.5% | $12,427-98.1% | $11,246-97.9% |