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 | $4,111 | $77,899-94.7% | $149,673-97.3% | $75,163-94.5% |
| Participation rate | 84.9% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.7pp |
| Annual return | 27.73% | 31.72%-4.0pp | 134.42%-106.7pp | 160.62%-132.9pp |
| Employer contribution / active EE | $839 | $3,137-73.3% | $4,818-82.6% | $2,670-68.6% |
| Participant deferral / active EE | $1,235 | $3,411-63.8% | $5,680-78.2% | $4,125-70.1% |
| Admin fee / account holder | $146 | $5,956-97.6% | $13,210-98.9% | $5,651-97.4% |