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 | $10,389 | $135,952-92.4% | $123,892-91.6% | $273,961-96.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 308.02% | 56.63%+251.4pp | 47.52%+260.5pp | 41.45%+266.6pp |
| Employer contribution / active EE | $3,942 | $5,170-23.7% | $4,617-14.6% | $4,869-19.0% |
| Participant deferral / active EE | $5,916 | $6,343-6.7% | $5,984-1.1% | $5,287+11.9% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |