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 | $10,577 | $81,460-87.0% | $103,333-89.8% | $80,856-86.9% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.6%+19.5pp |
| Annual return | 30.32% | 25.55%+4.8pp | 24.88%+5.4pp | 35.59%-5.3pp |
| Employer contribution / active EE | $2,023 | $3,105-34.9% | $3,868-47.7% | $2,755-26.6% |
| Participant deferral / active EE | $4,359 | $3,869+12.7% | $5,057-13.8% | $4,296+1.5% |
| Admin fee / account holder | $27 | $6,566-99.6% | $8,355-99.7% | $6,918-99.6% |