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 | $4,989 | $112,729-95.6% | $98,716-94.9% | $137,256-96.4% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.3%+25.7pp | 80.0%+15.0pp |
| Annual return | 31.66% | 38.48%-6.8pp | 31.81%-0.2pp | 220.34%-188.7pp |
| Employer contribution / active EE | $1,533 | $2,725-43.7% | $2,279-32.7% | $4,156-63.1% |
| Participant deferral / active EE | $2,719 | $4,640-41.4% | $4,048-32.8% | $6,407-57.6% |
| Admin fee / account holder | $29 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |