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 10-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 | $6,829 | $78,672-91.3% | $109,143-93.7% | $85,850-92.0% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 23.16% | 25.09%-1.9pp | 25.75%-2.6pp | 318.53%-295.4pp |
| Employer contribution / active EE | $1,233 | $2,735-54.9% | $3,722-66.9% | $2,565-51.9% |
| Participant deferral / active EE | $2,579 | $3,467-25.6% | $4,653-44.6% | $3,952-34.7% |
| Admin fee / account holder | $227 | $5,469-95.8% | $6,752-96.6% | $6,260-96.4% |