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 3-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 | $4,907 | $117,983-95.8% | $101,794-95.2% | $142,382-96.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 33.60% | 36.92%-3.3pp | 30.53%+3.1pp | 217.08%-183.5pp |
| Employer contribution / active EE | $1,489 | $2,773-46.3% | $2,289-34.9% | $4,299-65.4% |
| Participant deferral / active EE | $1,968 | $4,714-58.3% | $4,084-51.8% | $6,507-69.8% |
| Admin fee / account holder | $78 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |