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 | $13,809 | $87,013-84.1% | $106,213-87.0% | $80,856-82.9% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.6%+23.3pp |
| Annual return | 15.68% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,913 | $2,395-20.1% | $3,171-39.7% | $2,755-30.5% |
| Participant deferral / active EE | $4,010 | $3,986+0.6% | $5,016-20.1% | $4,296-6.7% |
| Admin fee / account holder | $56 | $8,431-99.3% | $11,033-99.5% | $6,918-99.2% |