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 | $22,267 | $144,119-84.5% | $117,854-81.1% | $147,584-84.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 20.12% | 531.15%-511.0pp | 335.08%-315.0pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,730 | $4,896-64.7% | $3,786-54.3% | $4,876-64.5% |
| Participant deferral / active EE | $2,203 | $5,316-58.6% | $4,482-50.8% | $5,439-59.5% |
| Admin fee / account holder | $162 | $10,886-98.5% | $8,020-98.0% | $10,885-98.5% |