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 | $12,780 | $132,634-90.4% | $115,768-89.0% | $137,256-90.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 25.76% | 160.70%-134.9pp | 100.46%-74.7pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,545 | $3,360-54.0% | $2,940-47.5% | $4,156-62.8% |
| Participant deferral / active EE | $2,568 | $5,619-54.3% | $4,917-47.8% | $6,407-59.9% |
| Admin fee / account holder | $122 | $15,028-99.2% | $12,439-99.0% | $12,270-99.0% |