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 | $14,036 | $81,460-82.8% | $103,333-86.4% | $80,856-82.6% |
| Participation rate | 90.2% | 66.8%+23.3pp | 74.5%+15.7pp | 67.6%+22.5pp |
| Annual return | 12.74% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,503 | $3,105+45.0% | $3,868+16.4% | $2,755+63.5% |
| Participant deferral / active EE | $1,757 | $3,869-54.6% | $5,057-65.3% | $4,296-59.1% |
| Admin fee / account holder | $9 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |