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 5-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 | $22,988 | $105,181-78.1% | $159,436-85.6% | $85,850-73.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 15.01% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,599 | $3,318-21.7% | $4,829-46.2% | $2,565+1.3% |
| Participant deferral / active EE | $5,638 | $5,945-5.2% | $7,352-23.3% | $3,952+42.7% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |