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 | $13,423 | $179,726-92.5% | $156,263-91.4% | $142,382-90.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 27.05% | 77.86%-50.8pp | 59.47%-32.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,881 | $5,069-62.9% | $4,333-56.6% | $4,299-56.2% |
| Participant deferral / active EE | $2,948 | $6,956-57.6% | $6,158-52.1% | $6,507-54.7% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |