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 | $179,726-93.5% | $156,263-92.5% | $142,382-91.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 22.80% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,356 | $5,069-73.3% | $4,333-68.7% | $4,299-68.5% |
| Participant deferral / active EE | $2,148 | $6,956-69.1% | $6,158-65.1% | $6,507-67.0% |
| Admin fee / account holder | $213 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |