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 | $17,447 | $176,377-90.1% | $134,143-87.0% | $158,922-89.0% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 17.32% | 63.63%-46.3pp | 36.33%-19.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,818 | $5,040-63.9% | $3,704-50.9% | $4,761-61.8% |
| Participant deferral / active EE | $3,041 | $4,091-25.7% | $3,499-13.1% | $5,982-49.2% |
| Admin fee / account holder | $137 | $8,718-98.4% | $6,684-98.0% | $11,246-98.8% |