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 | $28,915 | $198,466-85.4% | $170,442-83.0% | $147,584-80.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 30.95% | 257.29%-226.3pp | 205.93%-175.0pp | 578.55%-547.6pp |
| Employer contribution / active EE | $12,024 | $6,184+94.4% | $5,433+121.3% | $4,876+146.6% |
| Participant deferral / active EE | $8,238 | $5,629+46.3% | $4,939+66.8% | $5,439+51.5% |
| Admin fee / account holder | $72 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |