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 | $10,284 | $127,065-91.9% | $113,168-90.9% | $142,382-92.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 23.67% | 24.03%-0.4pp | 24.27%-0.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,768 | $3,442-48.6% | $2,975-40.6% | $4,299-58.9% |
| Participant deferral / active EE | $1,899 | $5,716-66.8% | $5,107-62.8% | $6,507-70.8% |
| Admin fee / account holder | $149 | $15,736-99.1% | $12,068-98.8% | $12,624-98.8% |