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 | $13,935 | $118,450-88.2% | $98,439-85.8% | $139,434-90.0% |
| Participation rate | 84.2% | 77.4%+6.8pp | 75.2%+9.1pp | 80.3%+3.9pp |
| Annual return | 26.02% | 18.94%+7.1pp | 21.16%+4.9pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,759 | $3,609-51.3% | $3,048-42.3% | $4,751-63.0% |
| Participant deferral / active EE | $4,107 | $5,392-23.8% | $4,738-13.3% | $6,710-38.8% |
| Admin fee / account holder | $273 | $14,026-98.1% | $8,948-96.9% | $11,403-97.6% |