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 | $6,446 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 25.35% | 69.37%-44.0pp | 62.79%-37.4pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,208 | $4,636-73.9% | $4,154-70.9% | $4,156-70.9% |
| Participant deferral / active EE | $2,154 | $6,166-65.1% | $5,453-60.5% | $6,407-66.4% |
| Admin fee / account holder | $103 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |