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 | $5,731 | $48,795-88.3% | $65,493-91.2% | $84,808-93.2% |
| Participation rate | 90.3% | 67.0%+23.3pp | 73.1%+17.2pp | 68.3%+22.0pp |
| Annual return | 22.71% | 20.20%+2.5pp | 982.45%-959.7pp | 40.90%-18.2pp |
| Employer contribution / active EE | $703 | $1,930-63.6% | $2,574-72.7% | $2,631-73.3% |
| Participant deferral / active EE | $941 | $2,928-67.9% | $3,961-76.3% | $4,212-77.7% |
| Admin fee / account holder | $158 | $3,877-95.9% | $5,028-96.9% | $7,344-97.8% |