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 | $5,344 | $101,724-94.7% | $164,813-96.8% | $80,856-93.4% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.6%+13.5pp |
| Annual return | 31.06% | 16.72%+14.3pp | 69.93%-38.9pp | 35.59%-4.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,692 | $4,477-39.9% | $6,031-55.4% | $4,296-37.3% |
| Admin fee / account holder | $211 | $8,227-97.4% | $12,690-98.3% | $6,918-97.0% |