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 3-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 | $8,768 | $127,065-93.1% | $113,168-92.3% | $142,382-93.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 83.77% | 24.03%+59.7pp | 24.27%+59.5pp | 217.08%-133.3pp |
| Employer contribution / active EE | $1,709 | $3,442-50.3% | $2,975-42.6% | $4,299-60.2% |
| Participant deferral / active EE | $3,380 | $5,716-40.9% | $5,107-33.8% | $6,507-48.1% |
| Admin fee / account holder | $28 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |