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 | $19,277 | $93,571-79.4% | $135,903-85.8% | $75,163-74.4% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 26.84% | 30.90%-4.1pp | 68.23%-41.4pp | 160.62%-133.8pp |
| Employer contribution / active EE | $2,520 | $3,537-28.8% | $4,856-48.1% | $2,670-5.6% |
| Participant deferral / active EE | $5,831 | $6,404-8.9% | $7,758-24.8% | $4,125+41.4% |
| Admin fee / account holder | $191 | $6,975-97.3% | $10,762-98.2% | $5,651-96.6% |