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 | $11,265 | $152,587-92.6% | $125,175-91.0% | $152,861-92.6% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 38.45% | 54.84%-16.4pp | 43.79%-5.3pp | 345.32%-306.9pp |
| Employer contribution / active EE | $1,304 | $4,946-73.6% | $3,865-66.3% | $4,762-72.6% |
| Participant deferral / active EE | $2,361 | $5,868-59.8% | $4,937-52.2% | $5,850-59.6% |
| Admin fee / account holder | $57 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |