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 | $17,833 | $89,753-80.1% | $107,525-83.4% | $84,808-79.0% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 24.59% | 29.48%-4.9pp | 181.32%-156.7pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,486 | $3,113-52.3% | $3,754-60.4% | $2,631-43.5% |
| Participant deferral / active EE | $6,224 | $4,056+53.4% | $5,116+21.7% | $4,212+47.8% |
| Admin fee / account holder | $225 | $7,222-96.9% | $8,919-97.5% | $7,344-96.9% |