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 | $16,487 | $135,952-87.9% | $123,892-86.7% | $273,961-94.0% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 25.21% | 56.63%-31.4pp | 47.52%-22.3pp | 41.45%-16.2pp |
| Employer contribution / active EE | $1,661 | $5,170-67.9% | $4,617-64.0% | $4,869-65.9% |
| Participant deferral / active EE | $6,322 | $6,343-0.3% | $5,984+5.6% | $5,287+19.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |