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 | $4,024 | $80,717-95.0% | $154,803-97.4% | $84,808-95.3% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 28.94% | 37.96%-9.0pp | 58.88%-29.9pp | 40.90%-12.0pp |
| Employer contribution / active EE | $743 | $2,761-73.1% | $4,305-82.7% | $2,631-71.8% |
| Participant deferral / active EE | $972 | $3,303-70.6% | $5,540-82.5% | $4,212-76.9% |
| Admin fee / account holder | $13 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |