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 9-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 | $19,560 | $157,256-87.6% | $141,162-86.1% | $152,861-87.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 29.23% | 64.32%-35.1pp | 71.39%-42.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $4,201 | $5,261-20.1% | $4,735-11.3% | $4,762-11.8% |
| Participant deferral / active EE | $2,727 | $7,109-61.6% | $6,709-59.4% | $5,850-53.4% |
| Admin fee / account holder | $31 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |