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 | $5,770 | $89,753-93.6% | $107,525-94.6% | $84,808-93.2% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 27.29% | 29.48%-2.2pp | 181.32%-154.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $838 | $3,113-73.1% | $3,754-77.7% | $2,631-68.2% |
| Participant deferral / active EE | $2,241 | $4,056-44.8% | $5,116-56.2% | $4,212-46.8% |
| Admin fee / account holder | $291 | $7,222-96.0% | $8,919-96.7% | $7,344-96.0% |