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 | $6,763 | $114,381-94.1% | $107,525-93.7% | $142,382-95.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 41.35% | 242.71%-201.4pp | 181.32%-140.0pp | 217.08%-175.7pp |
| Employer contribution / active EE | $1,785 | $4,015-55.5% | $3,754-52.5% | $4,299-58.5% |
| Participant deferral / active EE | $2,317 | $5,564-58.4% | $5,116-54.7% | $6,507-64.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |