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 | $3,205 | $70,428-95.4% | $96,562-96.7% | $85,850-96.3% |
| Participation rate | 90.2% | 61.8%+28.4pp | 69.8%+20.4pp | 69.3%+20.9pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $992 | $1,413-29.8% | $2,356-57.9% | $2,565-61.3% |
| Participant deferral / active EE | $2,161 | $2,894-25.3% | $3,849-43.9% | $3,952-45.3% |
| Admin fee / account holder | $267 | $4,997-94.7% | $6,181-95.7% | $6,260-95.7% |