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 5-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 | $16,893 | $82,664-79.6% | $125,339-86.5% | $68,494-75.3% |
| Participation rate | 81.6% | 75.0%+6.6pp | 82.4%-0.7pp | 67.9%+13.7pp |
| Annual return | 0.56% | -5.97%+6.5pp | 572.05%-571.5pp | -7.84%+8.4pp |
| Employer contribution / active EE | $866 | $3,381-74.4% | $4,814-82.0% | $2,596-66.6% |
| Participant deferral / active EE | $5,482 | $6,110-10.3% | $7,446-26.4% | $4,027+36.1% |
| Admin fee / account holder | $29 | $6,275-99.5% | $10,010-99.7% | $5,403-99.5% |