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 3-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 | $17,020 | $159,934-89.4% | $147,005-88.4% | $145,959-88.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.82% | 98.24%-79.4pp | 418.76%-399.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $2,146 | $5,287-59.4% | $4,934-56.5% | $4,661-53.9% |
| Participant deferral / active EE | $3,341 | $8,427-60.3% | $8,070-58.6% | $6,689-50.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |