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 | $15,450 | $112,096-86.2% | $95,952-83.9% | $158,922-90.3% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 41.37% | 171.09%-129.7pp | 91.61%-50.2pp | 302.83%-261.5pp |
| Employer contribution / active EE | $2,355 | $3,198-26.4% | $2,541-7.3% | $4,761-50.5% |
| Participant deferral / active EE | $6,672 | $4,784+39.5% | $4,167+60.1% | $5,982+11.5% |
| Admin fee / account holder | $238 | $10,130-97.6% | $6,795-96.5% | $11,246-97.9% |