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 | $8,927 | $107,015-91.7% | $73,545-87.9% | $147,584-94.0% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 23.32% | 38.25%-14.9pp | -15.16%+38.5pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,718 | $1,760-2.4% | $1,219+40.9% | $4,876-64.8% |
| Participant deferral / active EE | $1,298 | $2,462-47.3% | $1,806-28.1% | $5,439-76.1% |
| Admin fee / account holder | $260 | $3,055-91.5% | $2,320-88.8% | $10,885-97.6% |