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 | $17,272 | $175,202-90.1% | $149,673-88.5% | $139,434-87.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.28% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,795 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $4,129 | $6,519-36.7% | $5,680-27.3% | $6,710-38.5% |
| Admin fee / account holder | $76 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |