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 4-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 | $10,347 | $91,538-88.7% | $129,995-92.0% | $75,163-86.2% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.2pp | 67.2%+27.5pp |
| Annual return | 37.75% | -631.11%+668.9pp | -137.18%+174.9pp | 160.62%-122.9pp |
| Employer contribution / active EE | $2,455 | $2,845-13.7% | $4,320-43.2% | $2,670-8.0% |
| Participant deferral / active EE | $4,707 | $4,341+8.4% | $5,820-19.1% | $4,125+14.1% |
| Admin fee / account holder | $190 | $6,790-97.2% | $10,614-98.2% | $5,651-96.6% |