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 7-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 | $4,359 | $46,553-90.6% | $64,056-93.2% | $75,163-94.2% |
| Participation rate | 73.7% | 65.9%+7.7pp | 72.3%+1.4pp | 67.2%+6.5pp |
| Annual return | 31.00% | 26.03%+5.0pp | 33.69%-2.7pp | 160.62%-129.6pp |
| Employer contribution / active EE | $776 | $1,974-60.7% | $2,747-71.7% | $2,670-70.9% |
| Participant deferral / active EE | $1,302 | $2,837-54.1% | $3,880-66.4% | $4,125-68.4% |
| Admin fee / account holder | $10 | $2,952-99.7% | $3,068-99.7% | $5,651-99.8% |