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 | $10,676 | $132,634-92.0% | $115,768-90.8% | $137,256-92.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 34.22% | 160.70%-126.5pp | 100.46%-66.2pp | 220.34%-186.1pp |
| Employer contribution / active EE | $726 | $3,360-78.4% | $2,940-75.3% | $4,156-82.5% |
| Participant deferral / active EE | $3,508 | $5,619-37.6% | $4,917-28.7% | $6,407-45.3% |
| Admin fee / account holder | $56 | $15,028-99.6% | $12,439-99.6% | $12,270-99.5% |