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 5-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 | $8,322 | $127,065-93.5% | $113,168-92.6% | $142,382-94.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 35.10% | 24.03%+11.1pp | 24.27%+10.8pp | 217.08%-182.0pp |
| Employer contribution / active EE | $1,386 | $3,442-59.7% | $2,975-53.4% | $4,299-67.8% |
| Participant deferral / active EE | $2,584 | $5,716-54.8% | $5,107-49.4% | $6,507-60.3% |
| Admin fee / account holder | $13 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |