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 | $7,234 | $156,846-95.4% | $121,098-94.0% | $139,434-94.8% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 39.79% | 1474.56%-1434.8pp | 985.75%-946.0pp | 372.94%-333.2pp |
| Employer contribution / active EE | $1,049 | $5,536-81.1% | $4,164-74.8% | $4,751-77.9% |
| Participant deferral / active EE | $2,995 | $4,844-38.2% | $4,080-26.6% | $6,710-55.4% |
| Admin fee / account holder | $38 | $6,946-99.5% | $5,644-99.3% | $11,403-99.7% |