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 | $13,681 | $109,881-87.5% | $150,045-90.9% | $84,808-83.9% |
| Participation rate | 70.7% | 76.1%-5.4pp | 82.3%-11.6pp | 68.3%+2.4pp |
| Annual return | 45.65% | 28.25%+17.4pp | 62.55%-16.9pp | 40.90%+4.8pp |
| Employer contribution / active EE | $1,078 | $3,561-69.7% | $4,693-77.0% | $2,631-59.0% |
| Participant deferral / active EE | $5,010 | $6,636-24.5% | $7,997-37.4% | $4,212+18.9% |
| Admin fee / account holder | $76 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |