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 5-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 | $12,553 | $209,832-94.0% | $189,513-93.4% | $167,490-92.5% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,125 | $6,914-69.3% | $6,162-65.5% | $4,837-56.1% |
| Participant deferral / active EE | $7,779 | $8,935-12.9% | $8,221-5.4% | $6,341+22.7% |
| Admin fee / account holder | $22 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |