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 | $13,282 | $88,672-85.0% | $105,223-87.4% | $82,448-83.9% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 29.18% | 30.86%-1.7pp | 180.65%-151.5pp | 41.64%-12.5pp |
| Employer contribution / active EE | $1,923 | $3,048-36.9% | $3,689-47.9% | $2,551-24.6% |
| Participant deferral / active EE | $3,380 | $4,036-16.2% | $5,072-33.4% | $4,139-18.3% |
| Admin fee / account holder | $103 | $7,146-98.6% | $8,859-98.8% | $7,234-98.6% |