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 | $23,809 | $198,466-88.0% | $170,442-86.0% | $147,584-83.9% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 25.94% | 257.29%-231.4pp | 205.93%-180.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $3,951 | $6,184-36.1% | $5,433-27.3% | $4,876-19.0% |
| Participant deferral / active EE | $6,460 | $5,629+14.8% | $4,939+30.8% | $5,439+18.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |