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 | $16,180 | $127,065-87.3% | $113,168-85.7% | $142,382-88.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 39.35% | 24.03%+15.3pp | 24.27%+15.1pp | 217.08%-177.7pp |
| Employer contribution / active EE | $5,939 | $3,442+72.5% | $2,975+99.6% | $4,299+38.1% |
| Participant deferral / active EE | $3,077 | $5,716-46.2% | $5,107-39.8% | $6,507-52.7% |
| Admin fee / account holder | $56 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |