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 7-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 | $13,212 | $159,901-91.7% | $146,958-91.0% | $145,922-90.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 104.24% | 98.13%+6.1pp | 418.34%-314.1pp | 561.29%-457.0pp |
| Employer contribution / active EE | $2,263 | $5,286-57.2% | $4,933-54.1% | $4,660-51.4% |
| Participant deferral / active EE | $2,786 | $8,428-66.9% | $8,070-65.5% | $6,688-58.3% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |