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 | $18,871 | $157,256-88.0% | $141,162-86.6% | $152,861-87.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 333.09% | 64.32%+268.8pp | 71.39%+261.7pp | 345.32%-12.2pp |
| Employer contribution / active EE | $5,082 | $5,261-3.4% | $4,735+7.3% | $4,762+6.7% |
| Participant deferral / active EE | $7,933 | $7,109+11.6% | $6,709+18.2% | $5,850+35.6% |
| Admin fee / account holder | $39 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |