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 | $163,101-93.3% | $136,749-92.1% | $142,382-92.4% |
| Participation rate | 84.6% | 78.2%+6.4pp | 72.1%+12.5pp | 80.1%+4.5pp |
| Annual return | 25.69% | 27.54%-1.9pp | 24.33%+1.4pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,586 | $4,117-61.5% | $3,400-53.4% | $4,299-63.1% |
| Participant deferral / active EE | $2,519 | $5,585-54.9% | $4,692-46.3% | $6,507-61.3% |
| Admin fee / account holder | $255 | $14,318-98.2% | $11,386-97.8% | $12,624-98.0% |