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 6-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 | $8,547 | $124,281-93.1% | $109,143-92.2% | $167,490-94.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 18.72% | 26.04%-7.3pp | 25.75%-7.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,327 | $4,207-68.5% | $3,722-64.4% | $4,837-72.6% |
| Participant deferral / active EE | $3,291 | $5,255-37.4% | $4,653-29.3% | $6,341-48.1% |
| Admin fee / account holder | $47 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |