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 9-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 | $15,047 | $153,772-90.2% | $133,980-88.8% | $273,961-94.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,771 | $6,029-70.6% | $5,211-66.0% | $4,869-63.6% |
| Participant deferral / active EE | $3,183 | $6,958-54.3% | $6,282-49.3% | $5,287-39.8% |
| Admin fee / account holder | $282 | $11,765-97.6% | $9,324-97.0% | $10,132-97.2% |