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 6-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 | $12,206 | $91,552-86.7% | $133,956-90.9% | $79,858-84.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.1pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,182 | $2,384-8.4% | $3,919-44.3% | $2,471-11.7% |
| Participant deferral / active EE | $5,237 | $3,733+40.3% | $5,048+3.8% | $3,740+40.0% |
| Admin fee / account holder | $223 | $6,321-96.5% | $8,927-97.5% | $5,306-95.8% |