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 | $26,828 | $81,208-67.0% | $98,907-72.9% | $79,858-66.4% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 69.6%+23.7pp |
| Annual return | 16.08% | 60.99%-44.9pp | 196.43%-180.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,077 | $1,960-45.0% | $2,689-59.9% | $2,471-56.4% |
| Participant deferral / active EE | $2,124 | $3,265-34.9% | $4,244-49.9% | $3,740-43.2% |
| Admin fee / account holder | $135 | $6,013-97.8% | $6,642-98.0% | $5,306-97.5% |