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 3-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 | $7,052 | $210,648-96.7% | $177,989-96.0% | $145,922-95.2% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 22.76% | 385.86%-363.1pp | 294.48%-271.7pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,862 | $4,565-59.2% | $3,949-52.8% | $4,660-60.0% |
| Participant deferral / active EE | $3,349 | $6,958-51.9% | $6,276-46.6% | $6,688-49.9% |
| Admin fee / account holder | $250 | $12,013-97.9% | $10,363-97.6% | $13,397-98.1% |