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 | $17,947 | $198,466-91.0% | $170,442-89.5% | $147,584-87.8% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 10.01% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,976 | $6,184-51.9% | $5,433-45.2% | $4,876-39.0% |
| Participant deferral / active EE | $4,768 | $5,629-15.3% | $4,939-3.5% | $5,439-12.3% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |