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 | $9,335 | $101,724-90.8% | $164,813-94.3% | $80,856-88.5% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.5pp |
| Annual return | 12.76% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,079 | $2,953-63.5% | $4,341-75.2% | $2,755-60.8% |
| Participant deferral / active EE | $2,724 | $4,477-39.2% | $6,031-54.8% | $4,296-36.6% |
| Admin fee / account holder | $182 | $8,227-97.8% | $12,690-98.6% | $6,918-97.4% |