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 | $30,989 | $198,466-84.4% | $170,442-81.8% | $147,584-79.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.69% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,322 | $6,184-30.1% | $5,433-20.5% | $4,876-11.4% |
| Participant deferral / active EE | $5,013 | $5,629-10.9% | $4,939+1.5% | $5,439-7.8% |
| Admin fee / account holder | $285 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |