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 3-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 | $11,499 | $101,724-88.7% | $164,813-93.0% | $80,856-85.8% |
| Participation rate | 81.6% | 71.8%+9.7pp | 78.6%+3.0pp | 67.6%+13.9pp |
| Annual return | 62.29% | 16.72%+45.6pp | 69.93%-7.6pp | 35.59%+26.7pp |
| Employer contribution / active EE | $1,726 | $2,953-41.6% | $4,341-60.2% | $2,755-37.4% |
| Participant deferral / active EE | $5,148 | $4,477+15.0% | $6,031-14.7% | $4,296+19.8% |
| Admin fee / account holder | $76 | $8,227-99.1% | $12,690-99.4% | $6,918-98.9% |