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 | $12,904 | $110,257-88.3% | $96,544-86.6% | $139,434-90.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 28.70% | 26.32%+2.4pp | 25.84%+2.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $1,685 | $3,620-53.4% | $2,965-43.2% | $4,751-64.5% |
| Participant deferral / active EE | $2,644 | $5,548-52.3% | $4,851-45.5% | $6,710-60.6% |
| Admin fee / account holder | $38 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |