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 4-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 | $13,890 | $80,968-82.8% | $96,544-85.6% | $75,163-81.5% |
| Participation rate | 76.9% | 71.8%+5.2pp | 76.0%+1.0pp | 67.2%+9.7pp |
| Annual return | 27.46% | 27.06%+0.4pp | 25.84%+1.6pp | 160.62%-133.2pp |
| Employer contribution / active EE | $2,334 | $2,282+2.3% | $2,965-21.3% | $2,670-12.6% |
| Participant deferral / active EE | $3,350 | $3,928-14.7% | $4,851-30.9% | $4,125-18.8% |
| Admin fee / account holder | $62 | $6,724-99.1% | $8,252-99.3% | $5,651-98.9% |