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 | $8,146 | $111,754-92.7% | $103,333-92.1% | $145,922-94.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.73% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,465 | $4,212-65.2% | $3,868-62.1% | $4,660-68.6% |
| Participant deferral / active EE | $2,322 | $5,619-58.7% | $5,057-54.1% | $6,688-65.3% |
| Admin fee / account holder | $214 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |