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 | $14,849 | $115,882-87.2% | $100,516-85.2% | $158,922-90.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 21.07% | 34.79%-13.7pp | 30.89%-9.8pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,342 | $4,103-67.3% | $3,418-60.7% | $4,761-71.8% |
| Participant deferral / active EE | $4,917 | $6,674-26.3% | $6,270-21.6% | $5,982-17.8% |
| Admin fee / account holder | $16 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |