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 | $7,504 | $74,927-90.0% | $101,794-92.6% | $84,808-91.2% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.2%+8.6pp | 68.3%+9.5pp |
| Annual return | 23.82% | 18.70%+5.1pp | 30.53%-6.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,287 | $3,099-58.5% | $4,084-68.5% | $4,212-69.4% |
| Admin fee / account holder | $210 | $6,514-96.8% | $8,777-97.6% | $7,344-97.1% |