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 9-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 | $21,554 | $183,963-88.3% | $162,163-86.7% | $152,861-85.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 39.55% | 150.76%-111.2pp | 115.59%-76.0pp | 345.32%-305.8pp |
| Employer contribution / active EE | $2,513 | $6,371-60.5% | $5,614-55.2% | $4,762-47.2% |
| Participant deferral / active EE | $4,365 | $8,034-45.7% | $7,298-40.2% | $5,850-25.4% |
| Admin fee / account holder | $6 | $13,121-100.0% | $10,843-99.9% | $11,596-99.9% |