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 | $17,126 | $88,672-80.7% | $105,223-83.7% | $82,448-79.2% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 39.24% | 30.86%+8.4pp | 180.65%-141.4pp | 41.64%-2.4pp |
| Employer contribution / active EE | $1,631 | $3,048-46.5% | $3,689-55.8% | $2,551-36.1% |
| Participant deferral / active EE | $3,103 | $4,036-23.1% | $5,072-38.8% | $4,139-25.0% |
| Admin fee / account holder | $215 | $7,146-97.0% | $8,859-97.6% | $7,234-97.0% |