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 7-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 | $17,919 | $162,781-89.0% | $133,956-86.6% | $158,922-88.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 21.23% | 41.94%-20.7pp | 45.09%-23.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,014 | $4,975-39.4% | $3,919-23.1% | $4,761-36.7% |
| Participant deferral / active EE | $4,096 | $5,911-30.7% | $5,048-18.9% | $5,982-31.5% |
| Admin fee / account holder | $54 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |