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 3-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 | $12,371 | $102,317-87.9% | $146,958-91.6% | $80,856-84.7% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 34.03% | 134.76%-100.7pp | 418.34%-384.3pp | 35.59%-1.6pp |
| Employer contribution / active EE | $2,202 | $3,713-40.7% | $4,933-55.4% | $2,755-20.1% |
| Participant deferral / active EE | $4,043 | $6,644-39.1% | $8,070-49.9% | $4,296-5.9% |
| Admin fee / account holder | $11 | $7,941-99.9% | $12,998-99.9% | $6,918-99.8% |