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 | $11,729 | $106,890-89.0% | $84,015-86.0% | $152,861-92.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 21.54% | 104.99%-83.4pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,024 | $2,734-62.5% | $1,983-48.4% | $4,762-78.5% |
| Participant deferral / active EE | $2,682 | $4,011-33.1% | $3,239-17.2% | $5,850-54.2% |
| Admin fee / account holder | $174 | $8,285-97.9% | $6,101-97.2% | $11,596-98.5% |