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 | $5,190 | $159,901-96.8% | $146,958-96.5% | $145,922-96.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 37.45% | 98.13%-60.7pp | 418.34%-380.9pp | 561.29%-523.8pp |
| Employer contribution / active EE | $2,422 | $5,286-54.2% | $4,933-50.9% | $4,660-48.0% |
| Participant deferral / active EE | $3,722 | $8,428-55.8% | $8,070-53.9% | $6,688-44.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |