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 | $18,423 | $81,446-77.4% | $103,374-82.2% | $80,874-77.2% |
| Participation rate | 74.3% | 66.9%+7.4pp | 74.5%-0.2pp | 67.6%+6.6pp |
| Annual return | 21.38% | 25.57%-4.2pp | 24.89%-3.5pp | 35.62%-14.2pp |
| Employer contribution / active EE | $4,866 | $3,107+56.6% | $3,869+25.8% | $2,756+76.6% |
| Participant deferral / active EE | $2,435 | $3,870-37.1% | $5,058-51.9% | $4,297-43.3% |
| Admin fee / account holder | $9 | $6,715-99.9% | $8,394-99.9% | $6,935-99.9% |