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 5-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 | $6,468 | $114,047-94.3% | $96,139-93.3% | $167,490-96.1% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 35.49% | 189.88%-154.4pp | 191.94%-156.5pp | 478.56%-443.1pp |
| Employer contribution / active EE | $2,270 | $3,427-33.8% | $2,797-18.8% | $4,837-53.1% |
| Participant deferral / active EE | $3,196 | $5,194-38.5% | $4,349-26.5% | $6,341-49.6% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |