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 9-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 | $15,182 | $104,251-85.4% | $91,001-83.3% | $147,584-89.7% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.6%+5.6pp | 82.8%-1.6pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,156 | $3,116-30.8% | $2,456-12.2% | $4,876-55.8% |
| Participant deferral / active EE | $4,711 | $4,195+12.3% | $3,547+32.8% | $5,439-13.4% |
| Admin fee / account holder | $29 | $8,948-99.7% | $5,417-99.5% | $10,885-99.7% |