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 5-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 | $9,591 | $73,933-87.0% | $96,683-90.1% | $75,163-87.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 24.19% | 26.70%-2.5pp | 35.69%-11.5pp | 160.62%-136.4pp |
| Employer contribution / active EE | $1,154 | $2,928-60.6% | $3,737-69.1% | $2,670-56.8% |
| Participant deferral / active EE | $2,439 | $3,659-33.3% | $4,878-50.0% | $4,125-40.9% |
| Admin fee / account holder | $141 | $5,216-97.3% | $6,730-97.9% | $5,651-97.5% |