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 | $117,983-95.8% | $101,794-95.1% | $142,382-96.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 31.66% | 36.92%-5.3pp | 30.53%+1.1pp | 217.08%-185.4pp |
| Employer contribution / active EE | $1,533 | $2,773-44.7% | $2,289-33.0% | $4,299-64.3% |
| Participant deferral / active EE | $2,719 | $4,714-42.3% | $4,084-33.4% | $6,507-58.2% |
| Admin fee / account holder | $29 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |