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 | $29,013 | $202,318-85.7% | $172,739-83.2% | $152,861-81.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 30.37% | 1029.65%-999.3pp | 802.84%-772.5pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,614 | $5,856-72.4% | $5,143-68.6% | $4,762-66.1% |
| Participant deferral / active EE | $4,393 | $5,948-26.1% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $255 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |