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 | $12,065 | $99,652-87.9% | $78,778-84.7% | $147,584-91.8% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 16.96% | 47.28%-30.3pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,596 | $2,796-42.9% | $1,986-19.6% | $4,876-67.3% |
| Participant deferral / active EE | $1,294 | $3,664-64.7% | $2,958-56.3% | $5,439-76.2% |
| Admin fee / account holder | $105 | $7,155-98.5% | $5,134-98.0% | $10,885-99.0% |