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 | $18,930 | $201,272-90.6% | $184,203-89.7% | $145,922-87.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 20.95% | 29.00%-8.1pp | 28.81%-7.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,712 | $7,022-75.6% | $6,427-73.4% | $4,660-63.3% |
| Participant deferral / active EE | $6,843 | $9,806-30.2% | $9,131-25.1% | $6,688+2.3% |
| Admin fee / account holder | $106 | $16,364-99.4% | $13,901-99.2% | $13,397-99.2% |