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 7-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 | $5,156 | $65,365-92.1% | $92,893-94.4% | $72,985-92.9% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 26.20% | 42.10%-15.9pp | 109.41%-83.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,641 | $2,594-36.7% | $3,653-55.1% | $2,440-32.7% |
| Participant deferral / active EE | $2,117 | $3,128-32.3% | $4,236-50.0% | $3,607-41.3% |
| Admin fee / account holder | $181 | $4,251-95.8% | $5,794-96.9% | $5,124-96.5% |