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 4-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 | $9,025 | $202,432-95.5% | $169,368-94.7% | $139,434-93.5% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 26.93% | 531.74%-504.8pp | 405.60%-378.7pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,066 | $4,692-56.0% | $4,013-48.5% | $4,751-56.5% |
| Participant deferral / active EE | $2,474 | $6,938-64.3% | $6,221-60.2% | $6,710-63.1% |
| Admin fee / account holder | $40 | $10,708-99.6% | $9,003-99.6% | $11,403-99.6% |