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 | $13,974 | $105,998-86.8% | $92,233-84.8% | $147,584-90.5% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 19.46% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,603 | $4,333-63.0% | $3,679-56.4% | $4,876-67.1% |
| Participant deferral / active EE | $4,391 | $4,478-1.9% | $3,897+12.7% | $5,439-19.3% |
| Admin fee / account holder | $11 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |