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 | $5,767 | $80,968-92.9% | $96,544-94.0% | $75,163-92.3% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 23.38% | 27.06%-3.7pp | 25.84%-2.5pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,205 | $2,282-47.2% | $2,965-59.4% | $2,670-54.9% |
| Participant deferral / active EE | $2,559 | $3,928-34.8% | $4,851-47.2% | $4,125-38.0% |
| Admin fee / account holder | $44 | $6,724-99.3% | $8,252-99.5% | $5,651-99.2% |