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 | $21,471 | $179,726-88.1% | $156,263-86.3% | $142,382-84.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 24.66% | 77.86%-53.2pp | 59.47%-34.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,645 | $5,069-47.8% | $4,333-39.0% | $4,299-38.5% |
| Participant deferral / active EE | $4,739 | $6,956-31.9% | $6,158-23.0% | $6,507-27.2% |
| Admin fee / account holder | $96 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |