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 3-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 | $6,794 | $183,519-96.3% | $155,509-95.6% | $145,922-95.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 45.84% | 61.17%-15.3pp | 64.67%-18.8pp | 561.29%-515.4pp |
| Employer contribution / active EE | $1,036 | $5,313-80.5% | $4,672-77.8% | $4,660-77.8% |
| Participant deferral / active EE | $4,553 | $6,462-29.6% | $5,626-19.1% | $6,688-31.9% |
| Admin fee / account holder | $44 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |