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 | $9,325 | $78,672-88.1% | $109,143-91.5% | $85,850-89.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.7pp |
| Annual return | 15.67% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,152 | $2,735-57.9% | $3,722-69.0% | $2,565-55.1% |
| Participant deferral / active EE | $1,606 | $3,467-53.7% | $4,653-65.5% | $3,952-59.4% |
| Admin fee / account holder | $296 | $5,469-94.6% | $6,752-95.6% | $6,260-95.3% |