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 | $13,114 | $176,056-92.6% | $159,436-91.8% | $167,490-92.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 21.45% | 331.75%-310.3pp | 263.57%-242.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,325 | $5,297-75.0% | $4,829-72.6% | $4,837-72.6% |
| Participant deferral / active EE | $5,287 | $7,750-31.8% | $7,352-28.1% | $6,341-16.6% |
| Admin fee / account holder | $39 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |