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 | $18,970 | $176,056-89.2% | $159,436-88.1% | $167,490-88.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.49% | 331.75%-311.3pp | 263.57%-243.1pp | 478.56%-458.1pp |
| Employer contribution / active EE | $963 | $5,297-81.8% | $4,829-80.1% | $4,837-80.1% |
| Participant deferral / active EE | $3,330 | $7,750-57.0% | $7,352-54.7% | $6,341-47.5% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |