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 | $30,598 | $198,466-84.6% | $170,442-82.0% | $147,584-79.3% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 22.68% | 257.29%-234.6pp | 205.93%-183.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,045 | $6,184-66.9% | $5,433-62.4% | $4,876-58.1% |
| Participant deferral / active EE | $4,439 | $5,629-21.1% | $4,939-10.1% | $5,439-18.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |