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 | $26,632 | $109,413-75.7% | $156,263-83.0% | $84,808-68.6% |
| Participation rate | 83.7% | 72.7%+11.0pp | 78.9%+4.8pp | 68.3%+15.4pp |
| Annual return | 62.13% | 20.18%+41.9pp | 59.47%+2.7pp | 40.90%+21.2pp |
| Employer contribution / active EE | $3,561 | $2,907+22.5% | $4,333-17.8% | $2,631+35.4% |
| Participant deferral / active EE | $8,058 | $4,590+75.6% | $6,158+30.8% | $4,212+91.3% |
| Admin fee / account holder | $166 | $9,357-98.2% | $14,255-98.8% | $7,344-97.7% |