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 | $7,064 | $106,515-93.4% | $96,683-92.7% | $139,434-94.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 26.07% | 38.43%-12.4pp | 35.69%-9.6pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,264 | $4,103-69.2% | $3,737-66.2% | $4,751-73.4% |
| Participant deferral / active EE | $1,930 | $5,454-64.6% | $4,878-60.4% | $6,710-71.2% |
| Admin fee / account holder | $137 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |