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 | $15,022 | $217,402-93.1% | $185,823-91.9% | $167,490-91.0% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 32.39% | 148.36%-116.0pp | 122.05%-89.7pp | 478.56%-446.2pp |
| Employer contribution / active EE | $1,260 | $5,873-78.6% | $5,167-75.6% | $4,837-74.0% |
| Participant deferral / active EE | $6,179 | $6,356-2.8% | $5,568+11.0% | $6,341-2.6% |
| Admin fee / account holder | $49 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |