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 5-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 | $13,522 | $154,117-91.2% | $129,995-89.6% | $139,434-90.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 28.72% | 32.48%-3.8pp | -137.18%+165.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $1,255 | $5,289-76.3% | $4,320-70.9% | $4,751-73.6% |
| Participant deferral / active EE | $4,799 | $6,710-28.5% | $5,820-17.5% | $6,710-28.5% |
| Admin fee / account holder | $213 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |