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 | $20,356 | $78,672-74.1% | $109,143-81.3% | $85,850-76.3% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,099 | $2,735-23.3% | $3,722-43.6% | $2,565-18.2% |
| Participant deferral / active EE | $4,411 | $3,467+27.2% | $4,653-5.2% | $3,952+11.6% |
| Admin fee / account holder | $48 | $5,469-99.1% | $6,752-99.3% | $6,260-99.2% |