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 4-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 | $10,326 | $172,111-94.0% | $150,298-93.1% | $137,256-92.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.98% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,131 | $4,636-75.6% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $2,380 | $6,166-61.4% | $5,453-56.4% | $6,407-62.9% |
| Admin fee / account holder | $122 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |