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 | $10,402 | $81,460-87.2% | $103,333-89.9% | $80,856-87.1% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 58.82% | 25.55%+33.3pp | 24.88%+33.9pp | 35.59%+23.2pp |
| Employer contribution / active EE | $1,346 | $3,105-56.6% | $3,868-65.2% | $2,755-51.1% |
| Participant deferral / active EE | $2,403 | $3,869-37.9% | $5,057-52.5% | $4,296-44.1% |
| Admin fee / account holder | $298 | $6,566-95.5% | $8,355-96.4% | $6,918-95.7% |