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 | $10,215 | $106,515-90.4% | $96,683-89.4% | $139,434-92.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 36.62% | 38.43%-1.8pp | 35.69%+0.9pp | 372.94%-336.3pp |
| Employer contribution / active EE | $2,860 | $4,103-30.3% | $3,737-23.5% | $4,751-39.8% |
| Participant deferral / active EE | $3,279 | $5,454-39.9% | $4,878-32.8% | $6,710-51.1% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |