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 9-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 | $12,294 | $106,890-88.5% | $84,015-85.4% | $152,861-92.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 24.81% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,375 | $2,734-13.2% | $1,983+19.7% | $4,762-50.1% |
| Participant deferral / active EE | $5,629 | $4,011+40.3% | $3,239+73.8% | $5,850-3.8% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |