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 | $23,160 | $95,803-75.8% | $113,168-79.5% | $84,808-72.7% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 73.20% | 25.00%+48.2pp | 24.27%+48.9pp | 40.90%+32.3pp |
| Employer contribution / active EE | $3,684 | $2,360+56.1% | $2,975+23.8% | $2,631+40.0% |
| Participant deferral / active EE | $7,315 | $4,242+72.4% | $5,107+43.2% | $4,212+73.7% |
| Admin fee / account holder | $256 | $8,989-97.1% | $12,068-97.9% | $7,344-96.5% |