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 | $10,974 | $63,346-82.7% | $92,233-88.1% | $70,131-84.4% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 35.23% | 530.12%-494.9pp | 176.28%-141.0pp | 73.14%-37.9pp |
| Employer contribution / active EE | $2,257 | $2,471-8.7% | $3,679-38.7% | $2,342-3.7% |
| Participant deferral / active EE | $5,038 | $2,854+76.5% | $3,897+29.3% | $3,332+51.2% |
| Admin fee / account holder | $87 | $3,840-97.7% | $5,194-98.3% | $4,645-98.1% |