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 | $28,201 | $162,781-82.7% | $133,956-78.9% | $158,922-82.3% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 36.82% | 41.94%-5.1pp | 45.09%-8.3pp | 302.83%-266.0pp |
| Employer contribution / active EE | $2,199 | $4,975-55.8% | $3,919-43.9% | $4,761-53.8% |
| Participant deferral / active EE | $7,418 | $5,911+25.5% | $5,048+47.0% | $5,982+24.0% |
| Admin fee / account holder | $76 | $11,736-99.4% | $8,927-99.1% | $11,246-99.3% |