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 6-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 | $11,088 | $124,281-91.1% | $109,143-89.8% | $167,490-93.4% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 12.34% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,763 | $4,207-34.3% | $3,722-25.8% | $4,837-42.9% |
| Participant deferral / active EE | $1,930 | $5,255-63.3% | $4,653-58.5% | $6,341-69.6% |
| Admin fee / account holder | $284 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |