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 | $14,261 | $148,534-90.4% | $135,903-89.5% | $139,434-89.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 51.11% | 79.19%-28.1pp | 68.23%-17.1pp | 372.94%-321.8pp |
| Employer contribution / active EE | $3,336 | $5,243-36.4% | $4,856-31.3% | $4,751-29.8% |
| Participant deferral / active EE | $5,734 | $8,100-29.2% | $7,758-26.1% | $6,710-14.5% |
| Admin fee / account holder | $34 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |