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 | $21,629 | $135,635-84.1% | $110,238-80.4% | $135,375-84.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 24.03% | 513.19%-489.2pp | 314.74%-290.7pp | 519.73%-495.7pp |
| Employer contribution / active EE | $974 | $4,906-80.1% | $3,826-74.5% | $4,779-79.6% |
| Participant deferral / active EE | $4,840 | $5,506-12.1% | $4,672+3.6% | $5,609-13.7% |
| Admin fee / account holder | $11 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |