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 5-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 | $4,735 | $117,983-96.0% | $101,794-95.3% | $142,382-96.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 10.14% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $483 | $2,773-82.6% | $2,289-78.9% | $4,299-88.8% |
| Participant deferral / active EE | $2,208 | $4,714-53.2% | $4,084-45.9% | $6,507-66.1% |
| Admin fee / account holder | $273 | $10,433-97.4% | $8,777-96.9% | $12,624-97.8% |