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 | $26,730 | $183,963-85.5% | $162,163-83.5% | $152,861-82.5% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.4%-0.1pp |
| Annual return | 26.53% | 150.76%-124.2pp | 115.59%-89.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,580 | $6,371-43.8% | $5,614-36.2% | $4,762-24.8% |
| Participant deferral / active EE | $7,745 | $8,034-3.6% | $7,298+6.1% | $5,850+32.4% |
| Admin fee / account holder | $46 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |