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 10-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 | $12,952 | $62,586-79.3% | $76,768-83.1% | $64,186-79.8% |
| Participation rate | 98.2% | 72.8%+25.4pp | 77.0%+21.3pp | 69.6%+28.7pp |
| Annual return | 88.89% | -1.95%+90.8pp | 2.43%+86.5pp | 7.63%+81.3pp |
| Employer contribution / active EE | $4,637 | $1,832+153.1% | $2,485+86.6% | $2,381+94.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $210 | $4,667-95.5% | $6,675-96.9% | $4,888-95.7% |