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 | $14,423 | $198,466-92.7% | $170,442-91.5% | $147,584-90.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 23.62% | 257.29%-233.7pp | 205.93%-182.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,459 | $6,184-60.2% | $5,433-54.7% | $4,876-49.6% |
| Participant deferral / active EE | $3,446 | $5,629-38.8% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $154 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |