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 | $30,280 | $209,832-85.6% | $189,513-84.0% | $167,490-81.9% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 30.41% | 748.27%-717.9pp | 555.15%-524.7pp | 478.56%-448.1pp |
| Employer contribution / active EE | $4,259 | $6,914-38.4% | $6,162-30.9% | $4,837-12.0% |
| Participant deferral / active EE | $8,949 | $8,935+0.2% | $8,221+8.9% | $6,341+41.1% |
| Admin fee / account holder | $211 | $14,293-98.5% | $12,045-98.2% | $12,309-98.3% |