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 | $10,849 | $161,352-93.3% | $134,172-91.9% | $137,256-92.1% |
| Participation rate | 84.6% | 78.3%+6.3pp | 72.5%+12.1pp | 80.0%+4.7pp |
| Annual return | 25.69% | 28.72%-3.0pp | 25.30%+0.4pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,586 | $4,099-61.3% | $3,420-53.6% | $4,156-61.8% |
| Participant deferral / active EE | $2,519 | $5,552-54.6% | $4,690-46.3% | $6,407-60.7% |
| Admin fee / account holder | $255 | $15,028-98.3% | $12,016-97.9% | $12,270-97.9% |