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 | $14,616 | $133,922-89.1% | $116,228-87.4% | $142,382-89.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 22.96% | 147.76%-124.8pp | 90.06%-67.1pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,291 | $3,446-62.5% | $2,994-56.9% | $4,299-70.0% |
| Participant deferral / active EE | $1,866 | $5,672-67.1% | $4,953-62.3% | $6,507-71.3% |
| Admin fee / account holder | $43 | $14,945-99.7% | $11,989-99.6% | $12,624-99.7% |