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 | $1,701 | $73,933-97.7% | $96,683-98.2% | $75,163-97.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 146.86% | 26.70%+120.2pp | 35.69%+111.2pp | 160.62%-13.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,569 | $3,659-57.1% | $4,878-67.8% | $4,125-62.0% |
| Admin fee / account holder | $54 | $5,216-99.0% | $6,730-99.2% | $5,651-99.0% |