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 | $18,074 | $112,096-83.9% | $95,952-81.2% | $158,922-88.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 35.36% | 171.09%-135.7pp | 91.61%-56.3pp | 302.83%-267.5pp |
| Employer contribution / active EE | $1,171 | $3,198-63.4% | $2,541-53.9% | $4,761-75.4% |
| Participant deferral / active EE | $1,894 | $4,784-60.4% | $4,167-54.6% | $5,982-68.3% |
| Admin fee / account holder | $152 | $10,130-98.5% | $6,795-97.8% | $11,246-98.7% |