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 | $20,129 | $165,984-87.9% | $164,813-87.8% | $145,922-86.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.98% | 100.03%-87.1pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,555 | $5,273-70.5% | $4,341-64.2% | $4,660-66.6% |
| Participant deferral / active EE | $4,901 | $6,959-29.6% | $6,031-18.7% | $6,688-26.7% |
| Admin fee / account holder | $127 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |