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 | $23,039 | $198,466-88.4% | $170,442-86.5% | $147,584-84.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 21.07% | 257.29%-236.2pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,748 | $6,184-55.6% | $5,433-49.4% | $4,876-43.6% |
| Participant deferral / active EE | $6,291 | $5,629+11.8% | $4,939+27.4% | $5,439+15.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |