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 4-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 | $21,745 | $93,571-76.8% | $135,903-84.0% | $75,163-71.1% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 34.89% | 30.90%+4.0pp | 68.23%-33.3pp | 160.62%-125.7pp |
| Employer contribution / active EE | $3,969 | $3,537+12.2% | $4,856-18.3% | $2,670+48.7% |
| Participant deferral / active EE | $5,980 | $6,404-6.6% | $7,758-22.9% | $4,125+45.0% |
| Admin fee / account holder | $94 | $6,975-98.7% | $10,762-99.1% | $5,651-98.3% |