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 | $5,127 | $210,648-97.6% | $177,989-97.1% | $145,922-96.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 21.81% | 385.86%-364.0pp | 294.48%-272.7pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,702 | $4,565-62.7% | $3,949-56.9% | $4,660-63.5% |
| Participant deferral / active EE | $2,707 | $6,958-61.1% | $6,276-56.9% | $6,688-59.5% |
| Admin fee / account holder | $115 | $12,013-99.0% | $10,363-98.9% | $13,397-99.1% |