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 4-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 | $14,849 | $93,571-84.1% | $135,903-89.1% | $75,163-80.2% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 43.89% | 30.90%+13.0pp | 68.23%-24.3pp | 160.62%-116.7pp |
| Employer contribution / active EE | $2,328 | $3,537-34.2% | $4,856-52.1% | $2,670-12.8% |
| Participant deferral / active EE | $3,438 | $6,404-46.3% | $7,758-55.7% | $4,125-16.7% |
| Admin fee / account holder | $62 | $6,975-99.1% | $10,762-99.4% | $5,651-98.9% |