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 | $17,309 | $72,177-76.0% | $115,037-85.0% | $59,632-71.0% |
| Participation rate | 71.8% | 72.6%-0.8pp | 81.4%-9.6pp | 68.7%+3.1pp |
| Annual return | 42.08% | 12.02%+30.1pp | 26.14%+15.9pp | 2041.28%-1999.2pp |
| Employer contribution / active EE | $1,978 | $2,841-30.4% | $4,608-57.1% | $2,203-10.2% |
| Participant deferral / active EE | $2,780 | $4,783-41.9% | $6,026-53.9% | $3,192-12.9% |
| Admin fee / account holder | $189 | $4,927-96.2% | $8,175-97.7% | $4,297-95.6% |