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 | $21,690 | $228,332-90.5% | $185,823-88.3% | $158,922-86.4% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 20.41% | 40.80%-20.4pp | 35.95%-15.5pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,715 | $4,967-45.3% | $4,087-33.6% | $4,761-43.0% |
| Participant deferral / active EE | $4,097 | $6,415-36.1% | $5,632-27.3% | $5,982-31.5% |
| Admin fee / account holder | $132 | $11,864-98.9% | $9,500-98.6% | $11,246-98.8% |