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 | $9,331 | $172,111-94.6% | $150,298-93.8% | $137,256-93.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.30% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $864 | $4,636-81.4% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $1,789 | $6,166-71.0% | $5,453-67.2% | $6,407-72.1% |
| Admin fee / account holder | $291 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |