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 | $22,519 | $179,726-87.5% | $156,263-85.6% | $142,382-84.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 21.27% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,267 | $5,069-55.3% | $4,333-47.7% | $4,299-47.3% |
| Participant deferral / active EE | $3,378 | $6,956-51.4% | $6,158-45.1% | $6,507-48.1% |
| Admin fee / account holder | $207 | $17,272-98.8% | $14,255-98.5% | $12,624-98.4% |