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 9-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 | $21,083 | $178,174-88.2% | $156,181-86.5% | $137,256-84.6% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 19.98% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,458 | $4,972-70.7% | $4,294-66.1% | $4,156-64.9% |
| Participant deferral / active EE | $3,606 | $6,888-47.7% | $6,132-41.2% | $6,407-43.7% |
| Admin fee / account holder | $204 | $17,404-98.8% | $14,586-98.6% | $12,270-98.3% |