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 | $22,247 | $91,538-75.7% | $129,995-82.9% | $75,163-70.4% |
| Participation rate | 78.3% | 71.4%+6.8pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 22.73% | -631.11%+653.8pp | -137.18%+159.9pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,158 | $2,845-24.2% | $4,320-50.0% | $2,670-19.2% |
| Participant deferral / active EE | $4,660 | $4,341+7.4% | $5,820-19.9% | $4,125+13.0% |
| Admin fee / account holder | $57 | $6,790-99.2% | $10,614-99.5% | $5,651-99.0% |