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 4-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 | $6,023 | $118,450-94.9% | $98,439-93.9% | $139,434-95.7% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 37.80% | 18.94%+18.9pp | 21.16%+16.6pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,190 | $3,609-67.0% | $3,048-60.9% | $4,751-74.9% |
| Participant deferral / active EE | $2,278 | $5,392-57.7% | $4,738-51.9% | $6,710-66.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |