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 | $14,009 | $89,355-84.3% | $141,162-90.1% | $72,985-80.8% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 50.85% | 111.85%-61.0pp | 71.39%-20.5pp | 81.00%-30.1pp |
| Employer contribution / active EE | $2,104 | $3,114-32.4% | $4,735-55.6% | $2,440-13.8% |
| Participant deferral / active EE | $5,240 | $5,418-3.3% | $6,709-21.9% | $3,607+45.3% |
| Admin fee / account holder | $227 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |