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 | $20,955 | $149,679-86.0% | $117,039-82.1% | $147,584-85.8% |
| Participation rate | 94.4% | 83.5%+11.0pp | 77.2%+17.3pp | 82.8%+11.6pp |
| Annual return | 28.47% | 19.31%+9.2pp | 18.95%+9.5pp | 578.55%-550.1pp |
| Employer contribution / active EE | $2,833 | $4,937-42.6% | $3,785-25.1% | $4,876-41.9% |
| Participant deferral / active EE | $6,030 | $4,912+22.8% | $3,929+53.5% | $5,439+10.9% |
| Admin fee / account holder | $3 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |