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 | $26,389 | $198,466-86.7% | $170,442-84.5% | $147,584-82.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.21% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,333 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $2,028 | $5,629-64.0% | $4,939-58.9% | $5,439-62.7% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |