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 | $18,163 | $109,413-83.4% | $156,263-88.4% | $84,808-78.6% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 33.31% | 20.18%+13.1pp | 59.47%-26.2pp | 40.90%-7.6pp |
| Employer contribution / active EE | $3,182 | $2,907+9.5% | $4,333-26.6% | $2,631+20.9% |
| Participant deferral / active EE | $6,550 | $4,590+42.7% | $6,158+6.4% | $4,212+55.5% |
| Admin fee / account holder | $177 | $9,357-98.1% | $14,255-98.8% | $7,344-97.6% |