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 | $16,229 | $89,355-81.8% | $141,162-88.5% | $72,985-77.8% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 27.25% | 111.85%-84.6pp | 71.39%-44.1pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,305 | $3,114-58.1% | $4,735-72.4% | $2,440-46.5% |
| Participant deferral / active EE | $2,480 | $5,418-54.2% | $6,709-63.0% | $3,607-31.3% |
| Admin fee / account holder | $94 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |