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 | $9,385 | $80,673-88.4% | $101,326-90.7% | $84,808-88.9% |
| Participation rate | 97.4% | 77.8%+19.6pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 23.06% | 38.95%-15.9pp | 36.82%-13.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,350 | $2,698-12.9% | $3,665-35.9% | $2,631-10.7% |
| Participant deferral / active EE | $4,385 | $6,840-35.9% | $7,994-45.2% | $4,212+4.1% |
| Admin fee / account holder | $9 | $12,784-99.9% | $11,185-99.9% | $7,344-99.9% |