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 | $13,265 | $78,422-83.1% | $95,952-86.2% | $79,858-83.4% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.2pp | 69.6%+23.6pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,068 | $1,945+57.7% | $2,541+20.7% | $2,471+24.2% |
| Participant deferral / active EE | $3,575 | $3,440+3.9% | $4,167-14.2% | $3,740-4.4% |
| Admin fee / account holder | $129 | $5,622-97.7% | $6,795-98.1% | $5,306-97.6% |