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 | $16,588 | $162,781-89.8% | $133,956-87.6% | $158,922-89.6% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 19.28% | 41.94%-22.7pp | 45.09%-25.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,729 | $4,975-65.2% | $3,919-55.9% | $4,761-63.7% |
| Participant deferral / active EE | $1,964 | $5,911-66.8% | $5,048-61.1% | $5,982-67.2% |
| Admin fee / account holder | $18 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |