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 5-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 | $32,542 | $110,094-70.4% | $151,611-78.5% | $68,494-52.5% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | 49.73% | -10.12%+59.8pp | 3.33%+46.4pp | -7.84%+57.6pp |
| Employer contribution / active EE | $2,899 | $4,471-35.2% | $6,166-53.0% | $2,596+11.7% |
| Participant deferral / active EE | $9,131 | $6,527+39.9% | $8,363+9.2% | $4,027+126.7% |
| Admin fee / account holder | $60 | $7,719-99.2% | $11,616-99.5% | $5,403-98.9% |