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 | $17,173 | $85,766-80.0% | $136,294-87.4% | $70,131-75.5% |
| Participation rate | 85.3% | 74.2%+11.1pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 60.73% | 31.45%+29.3pp | 5155.94%-5095.2pp | 73.14%-12.4pp |
| Employer contribution / active EE | $1,301 | $2,966-56.1% | $4,695-72.3% | $2,342-44.4% |
| Participant deferral / active EE | $5,387 | $5,051+6.6% | $6,247-13.8% | $3,332+61.7% |
| Admin fee / account holder | $154 | $5,420-97.2% | $9,243-98.3% | $4,645-96.7% |