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 | $19,478 | $112,096-82.6% | $95,952-79.7% | $158,922-87.7% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 26.40% | 171.09%-144.7pp | 91.61%-65.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,186 | $3,198-31.6% | $2,541-14.0% | $4,761-54.1% |
| Participant deferral / active EE | $4,783 | $4,7840% | $4,167+14.8% | $5,982-20.0% |
| Admin fee / account holder | $295 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |