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 | $11,668 | $109,881-89.4% | $150,045-92.2% | $84,808-86.2% |
| Participation rate | 82.1% | 76.1%+6.0pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 28.20% | 28.25%0pp | 62.55%-34.3pp | 40.90%-12.7pp |
| Employer contribution / active EE | $1,162 | $3,561-67.4% | $4,693-75.2% | $2,631-55.8% |
| Participant deferral / active EE | $2,807 | $6,636-57.7% | $7,997-64.9% | $4,212-33.3% |
| Admin fee / account holder | $99 | $8,568-98.8% | $13,435-99.3% | $7,344-98.7% |