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 | $9,499 | $78,705-87.9% | $117,854-91.9% | $70,131-86.5% |
| Participation rate | 91.1% | 73.2%+17.9pp | 79.7%+11.4pp | 69.5%+21.6pp |
| Annual return | 18.74% | 23.30%-4.6pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,229 | $2,223-44.7% | $3,786-67.6% | $2,342-47.6% |
| Participant deferral / active EE | $1,978 | $3,297-40.0% | $4,482-55.9% | $3,332-40.6% |
| Admin fee / account holder | $136 | $5,065-97.3% | $8,020-98.3% | $4,645-97.1% |