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 | $20,058 | $165,984-87.9% | $164,813-87.8% | $145,922-86.3% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 34.05% | 100.03%-66.0pp | 69.93%-35.9pp | 561.29%-527.2pp |
| Employer contribution / active EE | $1,756 | $5,273-66.7% | $4,341-59.5% | $4,660-62.3% |
| Participant deferral / active EE | $4,196 | $6,959-39.7% | $6,031-30.4% | $6,688-37.3% |
| Admin fee / account holder | $122 | $16,648-99.3% | $12,690-99.0% | $13,397-99.1% |