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 | $8,498 | $118,680-92.8% | $98,907-91.4% | $158,922-94.7% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 87.74% | 372.35%-284.6pp | 196.43%-108.7pp | 302.83%-215.1pp |
| Employer contribution / active EE | $1,996 | $3,333-40.1% | $2,689-25.8% | $4,761-58.1% |
| Participant deferral / active EE | $2,672 | $5,088-47.5% | $4,244-37.0% | $5,982-55.3% |
| Admin fee / account holder | $27 | $10,131-99.7% | $6,642-99.6% | $11,246-99.8% |