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 | $21,215 | $162,781-87.0% | $133,956-84.2% | $158,922-86.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 18.85% | 41.94%-23.1pp | 45.09%-26.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,753 | $4,975-64.8% | $3,919-55.3% | $4,761-63.2% |
| Participant deferral / active EE | $3,240 | $5,911-45.2% | $5,048-35.8% | $5,982-45.8% |
| Admin fee / account holder | $85 | $11,736-99.3% | $8,927-99.1% | $11,246-99.2% |