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 | $12,989 | $159,901-91.9% | $146,958-91.2% | $145,922-91.1% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 25.58% | 98.13%-72.6pp | 418.34%-392.8pp | 561.29%-535.7pp |
| Employer contribution / active EE | $2,690 | $5,286-49.1% | $4,933-45.5% | $4,660-42.3% |
| Participant deferral / active EE | $5,977 | $8,428-29.1% | $8,070-25.9% | $6,688-10.6% |
| Admin fee / account holder | $126 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |