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 | $14,753 | $159,602-90.8% | $150,045-90.2% | $142,382-89.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 25.32% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,334 | $4,961-53.0% | $4,693-50.3% | $4,299-45.7% |
| Participant deferral / active EE | $4,044 | $8,310-51.3% | $7,997-49.4% | $6,507-37.8% |
| Admin fee / account holder | $260 | $14,846-98.3% | $13,435-98.1% | $12,624-97.9% |