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 | $7,777 | $177,572-95.6% | $154,803-95.0% | $142,382-94.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 35.32% | 65.07%-29.8pp | 58.88%-23.6pp | 217.08%-181.8pp |
| Employer contribution / active EE | $1,657 | $4,810-65.5% | $4,305-61.5% | $4,299-61.4% |
| Participant deferral / active EE | $2,621 | $6,272-58.2% | $5,540-52.7% | $6,507-59.7% |
| Admin fee / account holder | $204 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |