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 10-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 | $8,572 | $39,122-78.1% | $57,179-85.0% | $62,891-86.4% |
| Participation rate | 73.1% | 70.5%+2.6pp | 75.3%-2.2pp | 69.3%+3.8pp |
| Annual return | 1.37% | 9.23%-7.9pp | 14.59%-13.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $932 | $1,874-50.3% | $2,682-65.3% | $2,281-59.1% |
| Participant deferral / active EE | $2,039 | $2,374-14.1% | $3,096-34.1% | $3,203-36.3% |
| Admin fee / account holder | $181 | $2,592-93.0% | $3,139-94.2% | $4,296-95.8% |