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 10-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 | $11,986 | $102,616-88.3% | $81,983-85.4% | $158,922-92.5% |
| Participation rate | 76.5% | 75.5%+0.9pp | 69.2%+7.2pp | 82.0%-5.5pp |
| Annual return | 15.11% | 61.04%-45.9pp | 41.31%-26.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,093 | $3,240-66.3% | $2,498-56.2% | $4,761-77.0% |
| Participant deferral / active EE | $2,612 | $4,648-43.8% | $3,722-29.8% | $5,982-56.3% |
| Admin fee / account holder | $228 | $8,235-97.2% | $5,664-96.0% | $11,246-98.0% |