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 5-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 | $9,373 | $71,050-86.8% | $93,606-90.0% | $80,856-88.4% |
| Participation rate | 84.2% | 60.4%+23.8pp | 68.7%+15.5pp | 67.6%+16.6pp |
| Annual return | 11.97% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,547 | $4,034-36.9% | $4,411-42.3% | $4,296-40.7% |
| Admin fee / account holder | $178 | $6,945-97.4% | $8,285-97.9% | $6,918-97.4% |