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 6-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 | $11,613 | $176,812-93.4% | $146,665-92.1% | $167,490-93.1% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 198.61% | 24.03%+174.6pp | 22.74%+175.9pp | 478.56%-280.0pp |
| Employer contribution / active EE | $2,396 | $5,160-53.6% | $4,136-42.1% | $4,837-50.5% |
| Participant deferral / active EE | $4,998 | $6,440-22.4% | $5,506-9.2% | $6,341-21.2% |
| Admin fee / account holder | $165 | $13,259-98.8% | $10,280-98.4% | $12,309-98.7% |