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 4-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 | $11,126 | $185,822-94.0% | $169,993-93.5% | $139,434-92.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 41.92% | 60.50%-18.6pp | 53.37%-11.5pp | 372.94%-331.0pp |
| Employer contribution / active EE | $2,325 | $7,590-69.4% | $6,785-65.7% | $4,751-51.1% |
| Participant deferral / active EE | $3,508 | $11,622-69.8% | $10,408-66.3% | $6,710-47.7% |
| Admin fee / account holder | $27 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |