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 9-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 | $8,890 | $144,119-93.8% | $117,854-92.5% | $147,584-94.0% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,439 | $4,896-50.2% | $3,786-35.6% | $4,876-50.0% |
| Participant deferral / active EE | $4,832 | $5,316-9.1% | $4,482+7.8% | $5,439-11.1% |
| Admin fee / account holder | $115 | $10,886-98.9% | $8,020-98.6% | $10,885-98.9% |