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 | $17,416 | $214,378-91.9% | $200,582-91.3% | $142,382-87.8% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 24.34% | 46.41%-22.1pp | 42.33%-18.0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,906 | $6,841-57.5% | $6,419-54.7% | $4,299-32.4% |
| Participant deferral / active EE | $3,801 | $9,865-61.5% | $9,331-59.3% | $6,507-41.6% |
| Admin fee / account holder | $10 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |