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 | $22,791 | $72,492-68.6% | $87,100-73.8% | $72,985-68.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 19.24% | 24.46%-5.2pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,314 | $1,894-30.6% | $2,521-47.9% | $2,440-46.1% |
| Participant deferral / active EE | $2,025 | $3,270-38.1% | $4,049-50.0% | $3,607-43.9% |
| Admin fee / account holder | $146 | $5,055-97.1% | $7,497-98.0% | $5,124-97.1% |