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 | $9,560 | $159,602-94.0% | $150,045-93.6% | $142,382-93.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 26.66% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,159 | $4,961-56.5% | $4,693-54.0% | $4,299-49.8% |
| Participant deferral / active EE | $3,776 | $8,310-54.6% | $7,997-52.8% | $6,507-42.0% |
| Admin fee / account holder | $118 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |