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 | $16,705 | $85,766-80.5% | $136,294-87.7% | $70,131-76.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 45.24% | 31.45%+13.8pp | 5155.94%-5110.7pp | 73.14%-27.9pp |
| Employer contribution / active EE | $2,846 | $2,966-4.0% | $4,695-39.4% | $2,342+21.5% |
| Participant deferral / active EE | $4,461 | $5,051-11.7% | $6,247-28.6% | $3,332+33.9% |
| Admin fee / account holder | $90 | $5,420-98.3% | $9,243-99.0% | $4,645-98.1% |