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 8-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 | $25,370 | $162,781-84.4% | $133,956-81.1% | $158,922-84.0% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 28.65% | 41.94%-13.3pp | 45.09%-16.4pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,120 | $4,975-57.4% | $3,919-45.9% | $4,761-55.5% |
| Participant deferral / active EE | $3,773 | $5,911-36.2% | $5,048-25.3% | $5,982-36.9% |
| Admin fee / account holder | $18 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |