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 | $10,773 | $74,927-85.6% | $101,794-89.4% | $84,808-87.3% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 19.01% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,437 | $1,522-5.6% | $2,289-37.2% | $2,631-45.4% |
| Participant deferral / active EE | $3,856 | $3,099+24.4% | $4,084-5.6% | $4,212-8.4% |
| Admin fee / account holder | $149 | $6,514-97.7% | $8,777-98.3% | $7,344-98.0% |