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 5-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 | $24,023 | $185,822-87.1% | $169,993-85.9% | $139,434-82.8% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 29.01% | 60.50%-31.5pp | 53.37%-24.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $3,122 | $7,590-58.9% | $6,785-54.0% | $4,751-34.3% |
| Participant deferral / active EE | $4,838 | $11,622-58.4% | $10,408-53.5% | $6,710-27.9% |
| Admin fee / account holder | $78 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |