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 7-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 | $20,057 | $209,832-90.4% | $189,513-89.4% | $167,490-88.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 11.38% | 748.27%-736.9pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,298 | $6,914-37.8% | $6,162-30.2% | $4,837-11.1% |
| Participant deferral / active EE | $7,178 | $8,935-19.7% | $8,221-12.7% | $6,341+13.2% |
| Admin fee / account holder | $9 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |