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 6-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 | $10,567 | $228,332-95.4% | $185,823-94.3% | $158,922-93.4% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $886 | $4,967-82.2% | $4,087-78.3% | $4,761-81.4% |
| Participant deferral / active EE | $1,724 | $6,415-73.1% | $5,632-69.4% | $5,982-71.2% |
| Admin fee / account holder | $7 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |