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 9-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 | $10,512 | $109,327-90.4% | $89,391-88.2% | $158,922-93.4% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 21.12% | 345.68%-324.6pp | 245.62%-224.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,052 | $3,170-66.8% | $2,586-59.3% | $4,761-77.9% |
| Participant deferral / active EE | $1,052 | $4,598-77.1% | $3,890-72.9% | $5,982-82.4% |
| Admin fee / account holder | $50 | $6,153-99.2% | $4,881-99.0% | $11,246-99.6% |