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 | $23,269 | $183,963-87.4% | $162,163-85.7% | $152,861-84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.39% | 150.76%-124.4pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $5,292 | $6,371-16.9% | $5,614-5.7% | $4,762+11.1% |
| Participant deferral / active EE | $3,077 | $8,034-61.7% | $7,298-57.8% | $5,850-47.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |