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 | $21,723 | $179,726-87.9% | $156,263-86.1% | $142,382-84.7% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 20.20% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,646 | $5,069-67.5% | $4,333-62.0% | $4,299-61.7% |
| Participant deferral / active EE | $4,076 | $6,956-41.4% | $6,158-33.8% | $6,507-37.4% |
| Admin fee / account holder | $276 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |