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 | $21,248 | $89,355-76.2% | $141,162-84.9% | $72,985-70.9% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.3pp | 69.5%+3.6pp |
| Annual return | 37.65% | 111.85%-74.2pp | 71.39%-33.7pp | 81.00%-43.3pp |
| Employer contribution / active EE | $2,677 | $3,114-14.0% | $4,735-43.5% | $2,440+9.7% |
| Participant deferral / active EE | $4,303 | $5,418-20.6% | $6,709-35.9% | $3,607+19.3% |
| Admin fee / account holder | $289 | $5,958-95.2% | $10,261-97.2% | $5,124-94.4% |