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 5-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 | $7,676 | $48,795-84.3% | $65,493-88.3% | $84,808-90.9% |
| Participation rate | 84.2% | 67.0%+17.2pp | 73.1%+11.1pp | 68.3%+15.9pp |
| Annual return | 23.67% | 20.20%+3.5pp | 982.45%-958.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $385 | $1,930-80.0% | $2,574-85.0% | $2,631-85.4% |
| Participant deferral / active EE | $1,385 | $2,928-52.7% | $3,961-65.0% | $4,212-67.1% |
| Admin fee / account holder | $285 | $3,877-92.7% | $5,028-94.3% | $7,344-96.1% |