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 | $17,390 | $78,694-77.9% | $67,652-74.3% | $125,391-86.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | 3.31% | 9.46%-6.1pp | 6625.04%-6621.7pp | 282.22%-278.9pp |
| Employer contribution / active EE | $2,555 | $3,044-16.0% | $2,266+12.8% | $4,866-47.5% |
| Participant deferral / active EE | $7,413 | $4,292+72.7% | $3,560+108.2% | $5,352+38.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |