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 | $10,676 | $133,922-92.0% | $116,228-90.8% | $142,382-92.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 34.22% | 147.76%-113.5pp | 90.06%-55.8pp | 217.08%-182.9pp |
| Employer contribution / active EE | $726 | $3,446-78.9% | $2,994-75.8% | $4,299-83.1% |
| Participant deferral / active EE | $3,508 | $5,672-38.2% | $4,953-29.2% | $6,507-46.1% |
| Admin fee / account holder | $56 | $14,945-99.6% | $11,989-99.5% | $12,624-99.6% |