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 | $20,251 | $178,174-88.6% | $156,181-87.0% | $137,256-85.2% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 18.73% | 84.19%-65.5pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,169 | $4,972-56.4% | $4,294-49.5% | $4,156-47.8% |
| Participant deferral / active EE | $2,670 | $6,888-61.2% | $6,132-56.5% | $6,407-58.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |