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 7-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 | $11,583 | $73,933-84.3% | $96,683-88.0% | $75,163-84.6% |
| Participation rate | 88.6% | 66.4%+22.1pp | 74.3%+14.2pp | 67.2%+21.4pp |
| Annual return | 21.94% | 26.70%-4.8pp | 35.69%-13.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,599 | $2,928-45.4% | $3,737-57.2% | $2,670-40.1% |
| Participant deferral / active EE | $2,245 | $3,659-38.6% | $4,878-54.0% | $4,125-45.6% |
| Admin fee / account holder | $42 | $5,216-99.2% | $6,730-99.4% | $5,651-99.3% |