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 4-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 | $6,034 | $80,968-92.5% | $96,544-93.8% | $75,163-92.0% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 38.23% | 27.06%+11.2pp | 25.84%+12.4pp | 160.62%-122.4pp |
| Employer contribution / active EE | $1,147 | $2,282-49.7% | $2,965-61.3% | $2,670-57.1% |
| Participant deferral / active EE | $3,304 | $3,928-15.9% | $4,851-31.9% | $4,125-19.9% |
| Admin fee / account holder | $246 | $6,724-96.3% | $8,252-97.0% | $5,651-95.7% |