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 | $15,102 | $159,602-90.5% | $150,045-89.9% | $142,382-89.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 28.80% | 70.24%-41.4pp | 62.55%-33.7pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,571 | $4,961-68.3% | $4,693-66.5% | $4,299-63.5% |
| Participant deferral / active EE | $2,897 | $8,310-65.1% | $7,997-63.8% | $6,507-55.5% |
| Admin fee / account holder | $142 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |