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 3-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 | $11,940 | $127,065-90.6% | $113,168-89.4% | $142,382-91.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 20.52% | 24.03%-3.5pp | 24.27%-3.7pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,720 | $3,442-50.0% | $2,975-42.2% | $4,299-60.0% |
| Participant deferral / active EE | $1,974 | $5,716-65.5% | $5,107-61.3% | $6,507-69.7% |
| Admin fee / account holder | $80 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |