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 | $23,255 | $144,119-83.9% | $117,854-80.3% | $147,584-84.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 17.22% | 531.15%-513.9pp | 335.08%-317.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,335 | $4,896-72.7% | $3,786-64.7% | $4,876-72.6% |
| Participant deferral / active EE | $2,465 | $5,316-53.6% | $4,482-45.0% | $5,439-54.7% |
| Admin fee / account holder | $39 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |