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 | $8,945 | $180,749-95.1% | $160,784-94.4% | $137,256-93.5% |
| Participation rate | 94.1% | 80.0%+14.1pp | 77.0%+17.2pp | 80.0%+14.2pp |
| Annual return | 17.70% | 2234.46%-2216.8pp | 1803.92%-1786.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,407 | $6,844-64.8% | $6,293-61.7% | $6,407-62.4% |
| Admin fee / account holder | $141 | $10,397-98.6% | $9,717-98.6% | $12,270-98.9% |