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 | $12,876 | $183,963-93.0% | $162,163-92.1% | $152,861-91.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 28.10% | 150.76%-122.7pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,469 | $6,371-61.2% | $5,614-56.0% | $4,762-48.2% |
| Participant deferral / active EE | $4,861 | $8,034-39.5% | $7,298-33.4% | $5,850-16.9% |
| Admin fee / account holder | $296 | $13,121-97.7% | $10,843-97.3% | $11,596-97.5% |