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 7-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 | $13,774 | $165,335-91.7% | $149,696-90.8% | $158,922-91.3% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 63.52% | 348.15%-284.6pp | 276.60%-213.1pp | 302.83%-239.3pp |
| Employer contribution / active EE | $2,473 | $5,103-51.5% | $4,644-46.7% | $4,761-48.1% |
| Participant deferral / active EE | $5,583 | $7,181-22.3% | $6,842-18.4% | $5,982-6.7% |
| Admin fee / account holder | $55 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |