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 | $15,675 | $58,577-73.2% | $83,333-81.2% | $64,186-75.6% |
| Participation rate | 87.5% | 72.0%+15.5pp | 77.8%+9.7pp | 69.6%+17.9pp |
| Annual return | 92.25% | 9.65%+82.6pp | 10.63%+81.6pp | 7.63%+84.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,075 | $4,654+9.1% | $5,565-8.8% | $3,470+46.3% |
| Admin fee / account holder | $51 | $9,275-99.4% | $7,510-99.3% | $4,888-98.9% |