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 4-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 | $17,040 | $76,552-77.7% | $123,892-86.2% | $62,891-72.9% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 20.37% | 18.68%+1.7pp | 47.52%-27.1pp | 20.14%+0.2pp |
| Employer contribution / active EE | $1,676 | $2,883-41.9% | $4,617-63.7% | $2,281-26.5% |
| Participant deferral / active EE | $4,330 | $4,840-10.5% | $5,984-27.6% | $3,203+35.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |