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 | $21,689 | $95,803-77.4% | $113,168-80.8% | $84,808-74.4% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 18.44% | 25.00%-6.6pp | 24.27%-5.8pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,516 | $2,360-35.8% | $2,975-49.1% | $2,631-42.4% |
| Participant deferral / active EE | $3,993 | $4,242-5.9% | $5,107-21.8% | $4,212-5.2% |
| Admin fee / account holder | $280 | $8,989-96.9% | $12,068-97.7% | $7,344-96.2% |