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 7-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 | $20,063 | $202,318-90.1% | $172,739-88.4% | $152,861-86.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 35.09% | 1029.65%-994.6pp | 802.84%-767.7pp | 345.32%-310.2pp |
| Employer contribution / active EE | $2,095 | $5,856-64.2% | $5,143-59.3% | $4,762-56.0% |
| Participant deferral / active EE | $6,287 | $5,948+5.7% | $5,198+21.0% | $5,850+7.5% |
| Admin fee / account holder | $63 | $17,109-99.6% | $13,954-99.5% | $11,596-99.5% |