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 | $28,817 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 24.20% | 257.29%-233.1pp | 205.93%-181.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,996 | $6,184-67.7% | $5,433-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $4,070 | $5,629-27.7% | $4,939-17.6% | $5,439-25.2% |
| Admin fee / account holder | $162 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |