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 | $13,526 | $110,257-87.7% | $96,544-86.0% | $139,434-90.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 25.89% | 26.32%-0.4pp | 25.84%0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,442 | $3,620-60.2% | $2,965-51.4% | $4,751-69.7% |
| Participant deferral / active EE | $2,946 | $5,548-46.9% | $4,851-39.3% | $6,710-56.1% |
| Admin fee / account holder | $14 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |