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 | $21,957 | $202,318-89.1% | $172,739-87.3% | $152,861-85.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 15.87% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,053 | $5,856-64.9% | $5,143-60.1% | $4,762-56.9% |
| Participant deferral / active EE | $5,640 | $5,948-5.2% | $5,198+8.5% | $5,850-3.6% |
| Admin fee / account holder | $70 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |