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 10-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 | $27,482 | $95,803-71.3% | $113,168-75.7% | $84,808-67.6% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 18.33% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $857 | $2,360-63.7% | $2,975-71.2% | $2,631-67.4% |
| Participant deferral / active EE | $2,066 | $4,242-51.3% | $5,107-59.6% | $4,212-51.0% |
| Admin fee / account holder | $262 | $8,989-97.1% | $12,068-97.8% | $7,344-96.4% |