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 6-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 | $9,937 | $124,281-92.0% | $109,143-90.9% | $167,490-94.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 27.58% | 26.04%+1.5pp | 25.75%+1.8pp | 478.56%-451.0pp |
| Employer contribution / active EE | $1,923 | $4,207-54.3% | $3,722-48.3% | $4,837-60.3% |
| Participant deferral / active EE | $3,205 | $5,255-39.0% | $4,653-31.1% | $6,341-49.5% |
| Admin fee / account holder | $136 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |