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 | $16,577 | $198,466-91.6% | $170,442-90.3% | $147,584-88.8% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 33.60% | 257.29%-223.7pp | 205.93%-172.3pp | 578.55%-545.0pp |
| Employer contribution / active EE | $3,044 | $6,184-50.8% | $5,433-44.0% | $4,876-37.6% |
| Participant deferral / active EE | $6,739 | $5,629+19.7% | $4,939+36.4% | $5,439+23.9% |
| Admin fee / account holder | $185 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |