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 | $23,465 | $198,466-88.2% | $170,442-86.2% | $147,584-84.1% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 31.84% | 257.29%-225.5pp | 205.93%-174.1pp | 578.55%-546.7pp |
| Employer contribution / active EE | $3,872 | $6,184-37.4% | $5,433-28.7% | $4,876-20.6% |
| Participant deferral / active EE | $7,571 | $5,629+34.5% | $4,939+53.3% | $5,439+39.2% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |