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 4-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 | $5,741 | $48,230-88.1% | $67,502-91.5% | $80,856-92.9% |
| Participation rate | 87.0% | 66.4%+20.7pp | 72.9%+14.2pp | 67.6%+19.4pp |
| Annual return | 16.29% | 18.28%-2.0pp | 3512.12%-3495.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $426 | $2,020-78.9% | $2,731-84.4% | $2,755-84.5% |
| Participant deferral / active EE | $2,083 | $2,924-28.7% | $4,000-47.9% | $4,296-51.5% |
| Admin fee / account holder | $224 | $3,681-93.9% | $3,998-94.4% | $6,918-96.8% |