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 | $25,711 | $81,208-68.3% | $98,907-74.0% | $79,858-67.8% |
| Participation rate | 97.4% | 72.5%+24.9pp | 76.0%+21.3pp | 69.6%+27.7pp |
| Annual return | 18.40% | 60.99%-42.6pp | 196.43%-178.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,338 | $1,960+19.3% | $2,689-13.1% | $2,471-5.4% |
| Participant deferral / active EE | $4,044 | $3,265+23.8% | $4,244-4.7% | $3,740+8.1% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |