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 | $2,631 | $169,032-98.4% | $129,207-98.0% | $145,922-98.2% |
| Participation rate | 86.4% | 76.4%+9.9pp | 69.6%+16.8pp | 80.3%+6.1pp |
| Annual return | 14.18% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $456 | $5,537-91.8% | $4,153-89.0% | $4,660-90.2% |
| Participant deferral / active EE | $512 | $4,987-89.7% | $4,168-87.7% | $6,688-92.3% |
| Admin fee / account holder | $12 | $9,954-99.9% | $7,715-99.8% | $13,397-99.9% |