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 | $8,277 | $172,111-95.2% | $150,298-94.5% | $137,256-94.0% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 22.75% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,322 | $6,166-46.1% | $5,453-39.1% | $6,407-48.1% |
| Admin fee / account holder | $80 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |