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 | $9,472 | $115,770-91.8% | $101,248-90.6% | $158,922-94.0% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 17.48% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,463 | $4,957-50.3% | $4,370-43.6% | $5,982-58.8% |
| Admin fee / account holder | $103 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |