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 8-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 | $32,013 | $183,963-82.6% | $162,163-80.3% | $152,861-79.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 30.86% | 150.76%-119.9pp | 115.59%-84.7pp | 345.32%-314.5pp |
| Employer contribution / active EE | $4,443 | $6,371-30.3% | $5,614-20.9% | $4,762-6.7% |
| Participant deferral / active EE | $12,575 | $8,034+56.5% | $7,298+72.3% | $5,850+114.9% |
| Admin fee / account holder | $101 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |