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 | $20,376 | $214,378-90.5% | $200,582-89.8% | $142,382-85.7% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 27.40% | 46.41%-19.0pp | 42.33%-14.9pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,785 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $4,571 | $9,865-53.7% | $9,331-51.0% | $6,507-29.7% |
| Admin fee / account holder | $178 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |