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 5-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 | $13,450 | $101,724-86.8% | $164,813-91.8% | $80,856-83.4% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.6%+25.9pp |
| Annual return | 15.13% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,261 | $2,953-23.4% | $4,341-47.9% | $2,755-17.9% |
| Participant deferral / active EE | $3,557 | $4,477-20.6% | $6,031-41.0% | $4,296-17.2% |
| Admin fee / account holder | $259 | $8,227-96.8% | $12,690-98.0% | $6,918-96.3% |