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 8-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 | $23,406 | $162,781-85.6% | $133,956-82.5% | $158,922-85.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 19.36% | 41.94%-22.6pp | 45.09%-25.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,441 | $4,975-71.0% | $3,919-63.2% | $4,761-69.7% |
| Participant deferral / active EE | $3,375 | $5,911-42.9% | $5,048-33.1% | $5,982-43.6% |
| Admin fee / account holder | $26 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |