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 | $18,740 | $104,251-82.0% | $91,001-79.4% | $147,584-87.3% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.6%+3.0pp | 82.8%-4.3pp |
| Annual return | 20.71% | 27.06%-6.4pp | 4.60%+16.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,586 | $3,116+47.2% | $2,456+86.8% | $4,876-5.9% |
| Participant deferral / active EE | $4,216 | $4,195+0.5% | $3,547+18.8% | $5,439-22.5% |
| Admin fee / account holder | $15 | $8,948-99.8% | $5,417-99.7% | $10,885-99.9% |