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 | $8,036 | $106,515-92.5% | $96,683-91.7% | $139,434-94.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 79.39% | 38.43%+41.0pp | 35.69%+43.7pp | 372.94%-293.5pp |
| Employer contribution / active EE | $1,336 | $4,103-67.4% | $3,737-64.2% | $4,751-71.9% |
| Participant deferral / active EE | $3,580 | $5,454-34.4% | $4,878-26.6% | $6,710-46.7% |
| Admin fee / account holder | $43 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |