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 | $7,195 | $81,248-91.1% | $155,509-95.4% | $80,856-91.1% |
| Participation rate | 78.3% | 66.2%+12.0pp | 78.2%+0.1pp | 67.6%+10.6pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $876 | $3,100-71.7% | $4,672-81.3% | $2,755-68.2% |
| Participant deferral / active EE | $2,093 | $3,452-39.4% | $5,626-62.8% | $4,296-51.3% |
| Admin fee / account holder | $250 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |