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 | $26,213 | $183,963-85.8% | $162,163-83.8% | $152,861-82.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 32.57% | 150.76%-118.2pp | 115.59%-83.0pp | 345.32%-312.7pp |
| Employer contribution / active EE | $1,652 | $6,371-74.1% | $5,614-70.6% | $4,762-65.3% |
| Participant deferral / active EE | $8,602 | $8,034+7.1% | $7,298+17.9% | $5,850+47.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |