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 | $15,745 | $166,020-90.5% | $164,866-90.4% | $145,959-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.26% | 100.08%-87.8pp | 69.97%-57.7pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,216 | $5,275-58.0% | $4,343-49.0% | $4,661-52.5% |
| Participant deferral / active EE | $5,750 | $6,961-17.4% | $6,033-4.7% | $6,689-14.0% |
| Admin fee / account holder | $64 | $16,644-99.6% | $12,689-99.5% | $13,398-99.5% |