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 | $15,988 | $175,202-90.9% | $149,673-89.3% | $139,434-88.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.97% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,223 | $5,474-77.7% | $4,818-74.6% | $4,751-74.3% |
| Participant deferral / active EE | $2,384 | $6,519-63.4% | $5,680-58.0% | $6,710-64.5% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |