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 | $7,520 | $114,381-93.4% | $107,525-93.0% | $142,382-94.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 30.19% | 242.71%-212.5pp | 181.32%-151.1pp | 217.08%-186.9pp |
| Employer contribution / active EE | $1,227 | $4,015-69.4% | $3,754-67.3% | $4,299-71.5% |
| Participant deferral / active EE | $2,073 | $5,564-62.7% | $5,116-59.5% | $6,507-68.1% |
| Admin fee / account holder | $5 | $9,860-100.0% | $8,919-99.9% | $12,624-100.0% |