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 8-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 | $40,706 | $123,793-67.1% | $177,821-77.1% | $79,858-49.0% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 26.33% | 22.82%+3.5pp | 48.32%-22.0pp | 31.71%-5.4pp |
| Employer contribution / active EE | $2,298 | $4,095-43.9% | $5,918-61.2% | $2,471-7.0% |
| Participant deferral / active EE | $8,580 | $5,956+44.1% | $7,714+11.2% | $3,740+129.4% |
| Admin fee / account holder | $15 | $7,243-99.8% | $12,427-99.9% | $5,306-99.7% |