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 6-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 | $8,787 | $165,335-94.7% | $149,696-94.1% | $158,922-94.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 11.78% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,090 | $5,103-39.5% | $4,644-33.5% | $4,761-35.1% |
| Participant deferral / active EE | $2,608 | $7,181-63.7% | $6,842-61.9% | $5,982-56.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |