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 | $7,331 | $157,256-95.3% | $141,162-94.8% | $152,861-95.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 59.33% | 64.32%-5.0pp | 71.39%-12.1pp | 345.32%-286.0pp |
| Employer contribution / active EE | $2,048 | $5,261-61.1% | $4,735-56.8% | $4,762-57.0% |
| Participant deferral / active EE | $3,568 | $7,109-49.8% | $6,709-46.8% | $5,850-39.0% |
| Admin fee / account holder | $205 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |