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 | $5,785 | $144,119-96.0% | $117,854-95.1% | $147,584-96.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 63.32% | 531.15%-467.8pp | 335.08%-271.8pp | 578.55%-515.2pp |
| Employer contribution / active EE | $3,075 | $4,896-37.2% | $3,786-18.8% | $4,876-36.9% |
| Participant deferral / active EE | $3,856 | $5,316-27.5% | $4,482-14.0% | $5,439-29.1% |
| Admin fee / account holder | $72 | $10,886-99.3% | $8,020-99.1% | $10,885-99.3% |