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 5-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 | $10,701 | $106,515-90.0% | $96,683-88.9% | $139,434-92.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 26.02% | 38.43%-12.4pp | 35.69%-9.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,215 | $4,103-46.0% | $3,737-40.7% | $4,751-53.4% |
| Participant deferral / active EE | $3,789 | $5,454-30.5% | $4,878-22.3% | $6,710-43.5% |
| Admin fee / account holder | $135 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |