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 | $8,049 | $102,604-92.2% | $86,188-90.7% | $139,434-94.2% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 23.74% | 1922.51%-1898.8pp | 1168.45%-1144.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,029 | $3,032-33.1% | $2,380-14.8% | $4,751-57.3% |
| Participant deferral / active EE | $2,057 | $4,676-56.0% | $3,985-48.4% | $6,710-69.3% |
| Admin fee / account holder | $249 | $8,657-97.1% | $6,852-96.4% | $11,403-97.8% |