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 3-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 | $16,624 | $127,065-86.9% | $113,168-85.3% | $142,382-88.3% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 24.19% | 24.03%+0.2pp | 24.27%-0.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,988 | $3,442-42.2% | $2,975-33.2% | $4,299-53.8% |
| Participant deferral / active EE | $2,775 | $5,716-51.5% | $5,107-45.7% | $6,507-57.4% |
| Admin fee / account holder | $31 | $15,736-99.8% | $12,068-99.7% | $12,624-99.8% |