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 | $25,565 | $144,119-82.3% | $117,854-78.3% | $147,584-82.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 37.01% | 531.15%-494.1pp | 335.08%-298.1pp | 578.55%-541.5pp |
| Employer contribution / active EE | $3,329 | $4,896-32.0% | $3,786-12.1% | $4,876-31.7% |
| Participant deferral / active EE | $7,677 | $5,316+44.4% | $4,482+71.3% | $5,439+41.2% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |