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 | $4,248 | $106,515-96.0% | $96,683-95.6% | $139,434-97.0% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 393.72% | 38.43%+355.3pp | 35.69%+358.0pp | 372.94%+20.8pp |
| Employer contribution / active EE | $991 | $4,103-75.9% | $3,737-73.5% | $4,751-79.1% |
| Participant deferral / active EE | $2,917 | $5,454-46.5% | $4,878-40.2% | $6,710-56.5% |
| Admin fee / account holder | $55 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |