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 | $13,183 | $99,652-86.8% | $78,778-83.3% | $147,584-91.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 21.75% | 47.28%-25.5pp | 35.62%-13.9pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,277 | $2,796-54.3% | $1,986-35.7% | $4,876-73.8% |
| Participant deferral / active EE | $3,053 | $3,664-16.7% | $2,958+3.2% | $5,439-43.9% |
| Admin fee / account holder | $228 | $7,155-96.8% | $5,134-95.6% | $10,885-97.9% |