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 | $13,511 | $154,117-91.2% | $129,995-89.6% | $139,434-90.3% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 32.58% | 32.48%+0.1pp | -137.18%+169.8pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,777 | $5,289-66.4% | $4,320-58.9% | $4,751-62.6% |
| Participant deferral / active EE | $4,073 | $6,710-39.3% | $5,820-30.0% | $6,710-39.3% |
| Admin fee / account holder | $121 | $14,007-99.1% | $10,614-98.9% | $11,403-98.9% |