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 | $3,917 | $106,515-96.3% | $96,683-95.9% | $139,434-97.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 157.76% | 38.43%+119.3pp | 35.69%+122.1pp | 372.94%-215.2pp |
| Employer contribution / active EE | $1,573 | $4,103-61.7% | $3,737-57.9% | $4,751-66.9% |
| Participant deferral / active EE | $1,573 | $5,454-71.2% | $4,878-67.8% | $6,710-76.6% |
| Admin fee / account holder | $115 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |