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 | $8,101 | $111,754-92.8% | $103,333-92.2% | $145,922-94.4% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 15.26% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,381 | $4,212-67.2% | $3,868-64.3% | $4,660-70.4% |
| Participant deferral / active EE | $1,899 | $5,619-66.2% | $5,057-62.4% | $6,688-71.6% |
| Admin fee / account holder | $101 | $9,750-99.0% | $8,355-98.8% | $13,397-99.2% |