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 6-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 | $22,462 | $162,781-86.2% | $133,956-83.2% | $158,922-85.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 26.14% | 41.94%-15.8pp | 45.09%-19.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,656 | $4,975-46.6% | $3,919-32.2% | $4,761-44.2% |
| Participant deferral / active EE | $4,401 | $5,911-25.5% | $5,048-12.8% | $5,982-26.4% |
| Admin fee / account holder | $70 | $11,736-99.4% | $8,927-99.2% | $11,246-99.4% |