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 | $2,549 | $60,892-95.8% | $82,389-96.9% | $84,808-97.0% |
| Participation rate | 88.5% | 63.3%+25.3pp | 69.5%+19.0pp | 68.3%+20.2pp |
| Annual return | 0.00% | 37.29%-37.3pp | 28.67%-28.7pp | 40.90%-40.9pp |
| Employer contribution / active EE | $781 | $1,779-56.1% | $2,517-69.0% | $2,631-70.3% |
| Participant deferral / active EE | $1,681 | $3,179-47.1% | $4,155-59.5% | $4,212-60.1% |
| Admin fee / account holder | $38 | $5,467-99.3% | $7,231-99.5% | $7,344-99.5% |