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 | $24,885 | $152,587-83.7% | $125,175-80.1% | $152,861-83.7% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 33.11% | 54.84%-21.7pp | 43.79%-10.7pp | 345.32%-312.2pp |
| Employer contribution / active EE | $5,106 | $4,946+3.2% | $3,865+32.1% | $4,762+7.2% |
| Participant deferral / active EE | $5,500 | $5,868-6.3% | $4,937+11.4% | $5,850-6.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |