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 | $12,049 | $113,339-89.4% | $94,993-87.3% | $147,584-91.8% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 16.51% | 20.77%-4.3pp | 27.12%-10.6pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,634 | $3,160-48.3% | $2,603-37.2% | $4,876-66.5% |
| Participant deferral / active EE | $2,426 | $3,777-35.8% | $3,317-26.9% | $5,439-55.4% |
| Admin fee / account holder | $28 | $6,063-99.5% | $4,960-99.4% | $10,885-99.7% |