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 5-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 | $21,563 | $178,174-87.9% | $156,181-86.2% | $137,256-84.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 20.69% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,406 | $4,972-31.5% | $4,294-20.7% | $4,156-18.0% |
| Participant deferral / active EE | $3,226 | $6,888-53.2% | $6,132-47.4% | $6,407-49.6% |
| Admin fee / account holder | $67 | $17,404-99.6% | $14,586-99.5% | $12,270-99.5% |