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 | $18,198 | $92,222-80.3% | $76,768-76.3% | $135,375-86.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | 28.36% | 5.46%+22.9pp | 2.43%+25.9pp | 519.73%-491.4pp |
| Employer contribution / active EE | $1,671 | $3,216-48.0% | $2,485-32.7% | $4,779-65.0% |
| Participant deferral / active EE | $4,151 | $4,509-7.9% | $3,852+7.8% | $5,609-26.0% |
| Admin fee / account holder | $23 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |