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 | $6,178 | $56,897-89.1% | $84,750-92.7% | $62,891-90.2% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,557 | $2,400-35.1% | $3,574-56.4% | $2,281-31.7% |
| Participant deferral / active EE | $2,820 | $2,709+4.1% | $3,712-24.0% | $3,203-11.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |