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 8-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 | $17,405 | $209,411-91.7% | $178,490-90.2% | $158,922-89.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 22.20% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,249 | $5,706-78.1% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $3,792 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |