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 | $4,648 | $95,561-95.1% | $77,163-94.0% | $139,434-96.7% |
| Participation rate | 88.9% | 73.9%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 89.11% | 54.92%+34.2pp | 37.87%+51.2pp | 372.94%-283.8pp |
| Employer contribution / active EE | $957 | $3,147-69.6% | $2,535-62.3% | $4,751-79.9% |
| Participant deferral / active EE | $2,428 | $4,624-47.5% | $3,833-36.7% | $6,710-63.8% |
| Admin fee / account holder | $80 | $8,295-99.0% | $5,472-98.5% | $11,403-99.3% |