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 | $23,516 | $168,632-86.1% | $147,614-84.1% | $125,391-81.2% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -1.00% | 77.65%-78.6pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $4,432 | $6,252-29.1% | $5,564-20.4% | $4,866-8.9% |
| Participant deferral / active EE | $2,000 | $5,507-63.7% | $4,895-59.1% | $5,352-62.6% |
| Admin fee / account holder | $230 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |