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 | $16,137 | $168,632-90.4% | $147,614-89.1% | $125,391-87.1% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 15.74% | 77.65%-61.9pp | 61.98%-46.2pp | 282.22%-266.5pp |
| Employer contribution / active EE | $1,572 | $6,252-74.9% | $5,564-71.8% | $4,866-67.7% |
| Participant deferral / active EE | $4,547 | $5,507-17.4% | $4,895-7.1% | $5,352-15.0% |
| Admin fee / account holder | $18 | $13,580-99.9% | $11,611-99.8% | $9,540-99.8% |