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 7-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 | $8,203 | $162,781-95.0% | $133,956-93.9% | $158,922-94.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 34.10% | 41.94%-7.8pp | 45.09%-11.0pp | 302.83%-268.7pp |
| Employer contribution / active EE | $2,020 | $4,975-59.4% | $3,919-48.5% | $4,761-57.6% |
| Participant deferral / active EE | $2,295 | $5,911-61.2% | $5,048-54.5% | $5,982-61.6% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |