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 | $25,317 | $217,402-88.4% | $185,823-86.4% | $167,490-84.9% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.29% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,762 | $5,873-53.0% | $5,167-46.5% | $4,837-42.9% |
| Participant deferral / active EE | $9,712 | $6,356+52.8% | $5,568+74.4% | $6,341+53.2% |
| Admin fee / account holder | $177 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |