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 | $24,997 | $198,466-87.4% | $170,442-85.3% | $147,584-83.1% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 30.03% | 257.29%-227.3pp | 205.93%-175.9pp | 578.55%-548.5pp |
| Employer contribution / active EE | $2,541 | $6,184-58.9% | $5,433-53.2% | $4,876-47.9% |
| Participant deferral / active EE | $3,690 | $5,629-34.5% | $4,939-25.3% | $5,439-32.2% |
| Admin fee / account holder | $73 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |