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 | $12,146 | $157,256-92.3% | $141,162-91.4% | $152,861-92.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 21.81% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,300 | $5,261-75.3% | $4,735-72.6% | $4,762-72.7% |
| Participant deferral / active EE | $2,420 | $7,109-66.0% | $6,709-63.9% | $5,850-58.6% |
| Admin fee / account holder | $135 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |