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 5-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 | $11,715 | $178,174-93.4% | $156,181-92.5% | $137,256-91.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 22.80% | 84.19%-61.4pp | 64.87%-42.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,356 | $4,972-72.7% | $4,294-68.4% | $4,156-67.4% |
| Participant deferral / active EE | $2,148 | $6,888-68.8% | $6,132-65.0% | $6,407-66.5% |
| Admin fee / account holder | $213 | $17,404-98.8% | $14,586-98.5% | $12,270-98.3% |