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 | $14,149 | $99,652-85.8% | $78,778-82.0% | $147,584-90.4% |
| Participation rate | 95.7% | 76.2%+19.4pp | 69.2%+26.5pp | 82.8%+12.8pp |
| Annual return | 19.80% | 47.28%-27.5pp | 35.62%-15.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,575 | $2,796-43.7% | $1,986-20.7% | $4,876-67.7% |
| Participant deferral / active EE | $2,048 | $3,664-44.1% | $2,958-30.8% | $5,439-62.3% |
| Admin fee / account holder | $41 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |