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 | $28,791 | $125,758-77.1% | $169,993-83.1% | $75,163-61.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 37.23% | 27.20%+10.0pp | 53.37%-16.1pp | 160.62%-123.4pp |
| Employer contribution / active EE | $2,916 | $4,615-36.8% | $6,785-57.0% | $2,670+9.2% |
| Participant deferral / active EE | $5,961 | $6,837-12.8% | $10,408-42.7% | $4,125+44.5% |
| Admin fee / account holder | $15 | $8,173-99.8% | $12,815-99.9% | $5,651-99.7% |