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 | $11,895 | $93,571-87.3% | $135,903-91.2% | $75,163-84.2% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 21.55% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,236 | $3,537-65.0% | $4,856-74.5% | $2,670-53.7% |
| Participant deferral / active EE | $4,281 | $6,404-33.2% | $7,758-44.8% | $4,125+3.8% |
| Admin fee / account holder | $149 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |