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 | $15,974 | $73,933-78.4% | $96,683-83.5% | $75,163-78.7% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 80.14% | 26.70%+53.4pp | 35.69%+44.4pp | 160.62%-80.5pp |
| Employer contribution / active EE | $2,490 | $2,928-14.9% | $3,737-33.4% | $2,670-6.7% |
| Participant deferral / active EE | $4,538 | $3,659+24.0% | $4,878-7.0% | $4,125+10.0% |
| Admin fee / account holder | $193 | $5,216-96.3% | $6,730-97.1% | $5,651-96.6% |