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 5-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 | $8,322 | $124,425-93.3% | $112,040-92.6% | $137,256-93.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 35.10% | 24.72%+10.4pp | 24.52%+10.6pp | 220.34%-185.2pp |
| Employer contribution / active EE | $1,386 | $3,411-59.4% | $2,954-53.1% | $4,156-66.6% |
| Participant deferral / active EE | $2,584 | $5,718-54.8% | $5,098-49.3% | $6,407-59.7% |
| Admin fee / account holder | $13 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |