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 7-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 | $13,296 | $202,432-93.4% | $169,368-92.1% | $139,434-90.5% |
| Participation rate | 76.5% | 81.1%-4.6pp | 77.1%-0.7pp | 80.3%-3.8pp |
| Annual return | 15.95% | 531.74%-515.8pp | 405.60%-389.6pp | 372.94%-357.0pp |
| Employer contribution / active EE | $932 | $4,692-80.1% | $4,013-76.8% | $4,751-80.4% |
| Participant deferral / active EE | $1,520 | $6,938-78.1% | $6,221-75.6% | $6,710-77.4% |
| Admin fee / account holder | $106 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |