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 | $23,586 | $108,825-78.3% | $156,181-84.9% | $82,448-71.4% |
| Participation rate | 74.1% | 72.4%+1.7pp | 78.8%-4.8pp | 68.1%+6.0pp |
| Annual return | 21.23% | 20.59%+0.6pp | 64.87%-43.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,552 | $2,870-11.1% | $4,294-40.6% | $2,5510% |
| Participant deferral / active EE | $3,340 | $4,577-27.0% | $6,132-45.5% | $4,139-19.3% |
| Admin fee / account holder | $174 | $9,341-98.1% | $14,586-98.8% | $7,234-97.6% |