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 | $20,401 | $171,865-88.1% | $149,718-86.4% | $147,584-86.2% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 33.29% | 2113.22%-2079.9pp | 1501.63%-1468.3pp | 578.55%-545.3pp |
| Employer contribution / active EE | $5,027 | $6,275-19.9% | $5,445-7.7% | $4,876+3.1% |
| Participant deferral / active EE | $5,972 | $7,271-17.9% | $6,569-9.1% | $5,439+9.8% |
| Admin fee / account holder | $211 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |