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 | $21,450 | $157,256-86.4% | $141,162-84.8% | $152,861-86.0% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 24.45% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,235 | $5,261-57.5% | $4,735-52.8% | $4,762-53.1% |
| Participant deferral / active EE | $2,565 | $7,109-63.9% | $6,709-61.8% | $5,850-56.1% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |