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 | $5,831 | $57,590-89.9% | $86,233-93.2% | $82,448-92.9% |
| Participation rate | 78.6% | 57.9%+20.7pp | 69.0%+9.6pp | 68.1%+10.5pp |
| Annual return | 21.54% | 22.41%-0.9pp | 61.39%-39.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $428 | $1,655-74.1% | $2,504-82.9% | $2,551-83.2% |
| Participant deferral / active EE | $784 | $3,080-74.6% | $4,559-82.8% | $4,139-81.1% |
| Admin fee / account holder | $54 | $4,730-98.9% | $8,342-99.4% | $7,234-99.3% |