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 | $25,873 | $171,865-84.9% | $149,718-82.7% | $147,584-82.5% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 17.09% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,455 | $6,275-60.9% | $5,445-54.9% | $4,876-49.7% |
| Participant deferral / active EE | $3,363 | $7,271-53.7% | $6,569-48.8% | $5,439-38.2% |
| Admin fee / account holder | $114 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |