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 5-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 | $5,242 | $110,261-95.2% | $95,745-94.5% | $139,434-96.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 30.11% | 27.11%+3.0pp | 28.35%+1.8pp | 372.94%-342.8pp |
| Employer contribution / active EE | $542 | $3,257-83.4% | $2,835-80.9% | $4,751-88.6% |
| Participant deferral / active EE | $1,381 | $4,676-70.5% | $4,245-67.5% | $6,710-79.4% |
| Admin fee / account holder | $40 | $6,613-99.4% | $5,678-99.3% | $11,403-99.6% |