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 | $21,073 | $70,428-70.1% | $96,562-78.2% | $85,850-75.5% |
| Participation rate | 77.8% | 61.8%+16.0pp | 69.8%+8.0pp | 69.3%+8.5pp |
| Annual return | 17.86% | 18.59%-0.7pp | 37.78%-19.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,322 | $1,413+64.3% | $2,356-1.5% | $2,565-9.5% |
| Participant deferral / active EE | $6,014 | $2,894+107.8% | $3,849+56.2% | $3,952+52.2% |
| Admin fee / account holder | $47 | $4,997-99.1% | $6,181-99.2% | $6,260-99.3% |