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 | $11,290 | $109,881-89.7% | $150,045-92.5% | $84,808-86.7% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 24.74% | 28.25%-3.5pp | 62.55%-37.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,358 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $2,817 | $6,636-57.6% | $7,997-64.8% | $4,212-33.1% |
| Admin fee / account holder | $242 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |