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 | $4,790 | $154,117-96.9% | $129,995-96.3% | $139,434-96.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 65.31% | 32.48%+32.8pp | -137.18%+202.5pp | 372.94%-307.6pp |
| Employer contribution / active EE | $1,356 | $5,289-74.4% | $4,320-68.6% | $4,751-71.5% |
| Participant deferral / active EE | $1,967 | $6,710-70.7% | $5,820-66.2% | $6,710-70.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |