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 | $4,230 | $114,381-96.3% | $107,525-96.1% | $142,382-97.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 21.00% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $941 | $4,015-76.6% | $3,754-74.9% | $4,299-78.1% |
| Participant deferral / active EE | $1,661 | $5,564-70.2% | $5,116-67.5% | $6,507-74.5% |
| Admin fee / account holder | $73 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |