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 | $12,805 | $127,065-89.9% | $113,168-88.7% | $142,382-91.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 22.67% | 24.03%-1.4pp | 24.27%-1.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,509 | $3,442-56.2% | $2,975-49.3% | $4,299-64.9% |
| Participant deferral / active EE | $3,125 | $5,716-45.3% | $5,107-38.8% | $6,507-52.0% |
| Admin fee / account holder | $77 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |