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 | $5,395 | $56,199-90.4% | $67,652-92.0% | $59,632-91.0% |
| Participation rate | 74.1% | 71.5%+2.7pp | 75.7%-1.5pp | 68.7%+5.4pp |
| Annual return | 35.63% | 18505.31%-18469.7pp | 6625.04%-6589.4pp | 2041.28%-2005.7pp |
| Employer contribution / active EE | $1,434 | $1,614-11.2% | $2,266-36.7% | $2,203-34.9% |
| Participant deferral / active EE | $2,082 | $2,844-26.8% | $3,560-41.5% | $3,192-34.8% |
| Admin fee / account holder | $252 | $3,958-93.6% | $4,821-94.8% | $4,297-94.1% |