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 | $8,367 | $81,248-89.7% | $155,509-94.6% | $80,856-89.7% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 18.33% | 33.31%-15.0pp | 64.67%-46.3pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,600 | $3,100-48.4% | $4,672-65.8% | $2,755-41.9% |
| Participant deferral / active EE | $2,526 | $3,452-26.8% | $5,626-55.1% | $4,296-41.2% |
| Admin fee / account holder | $217 | $7,997-97.3% | $15,912-98.6% | $6,918-96.9% |