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 | $18,130 | $144,119-87.4% | $117,854-84.6% | $147,584-87.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 21.01% | 531.15%-510.1pp | 335.08%-314.1pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,047 | $4,896-78.6% | $3,786-72.4% | $4,876-78.5% |
| Participant deferral / active EE | $3,503 | $5,316-34.1% | $4,482-21.8% | $5,439-35.6% |
| Admin fee / account holder | $28 | $10,886-99.7% | $8,020-99.7% | $10,885-99.7% |