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 | $6,551 | $81,248-91.9% | $155,509-95.8% | $80,856-91.9% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 13.46% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,226 | $3,100-60.5% | $4,672-73.8% | $2,755-55.5% |
| Participant deferral / active EE | $1,428 | $3,452-58.6% | $5,626-74.6% | $4,296-66.7% |
| Admin fee / account holder | $118 | $7,997-98.5% | $15,912-99.3% | $6,918-98.3% |