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 6-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 | $7,312 | $115,770-93.7% | $101,248-92.8% | $158,922-95.4% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 40.03% | 56.14%-16.1pp | 46.47%-6.4pp | 302.83%-262.8pp |
| Employer contribution / active EE | $1,142 | $4,175-72.6% | $3,660-68.8% | $4,761-76.0% |
| Participant deferral / active EE | $2,045 | $4,957-58.7% | $4,370-53.2% | $5,982-65.8% |
| Admin fee / account holder | $283 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |