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 7-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 | $12,329 | $165,335-92.5% | $149,696-91.8% | $158,922-92.2% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 62.52% | 348.15%-285.6pp | 276.60%-214.1pp | 302.83%-240.3pp |
| Employer contribution / active EE | $1,469 | $5,103-71.2% | $4,644-68.4% | $4,761-69.1% |
| Participant deferral / active EE | $4,740 | $7,181-34.0% | $6,842-30.7% | $5,982-20.8% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |