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 | $11,685 | $80,968-85.6% | $96,544-87.9% | $75,163-84.5% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 85.72% | 27.06%+58.7pp | 25.84%+59.9pp | 160.62%-74.9pp |
| Employer contribution / active EE | $1,567 | $2,282-31.3% | $2,965-47.2% | $2,670-41.3% |
| Participant deferral / active EE | $3,252 | $3,928-17.2% | $4,851-33.0% | $4,125-21.2% |
| Admin fee / account holder | $282 | $6,724-95.8% | $8,252-96.6% | $5,651-95.0% |