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 | $30,103 | $183,963-83.6% | $162,163-81.4% | $152,861-80.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 21.30% | 150.76%-129.5pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,648 | $6,371-74.1% | $5,614-70.6% | $4,762-65.4% |
| Participant deferral / active EE | $3,385 | $8,034-57.9% | $7,298-53.6% | $5,850-42.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |