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 | $3,565 | $81,248-95.6% | $155,509-97.7% | $80,856-95.6% |
| Participation rate | 79.1% | 66.2%+12.8pp | 78.2%+0.9pp | 67.6%+11.4pp |
| Annual return | 16.40% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $596 | $3,100-80.8% | $4,672-87.2% | $2,755-78.4% |
| Participant deferral / active EE | $1,922 | $3,452-44.3% | $5,626-65.8% | $4,296-55.3% |
| Admin fee / account holder | $76 | $7,997-99.0% | $15,912-99.5% | $6,918-98.9% |