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 | $102,382-87.9% | $147,005-91.6% | $80,874-84.7% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 34.03% | 134.89%-100.9pp | 418.76%-384.7pp | 35.62%-1.6pp |
| Employer contribution / active EE | $2,202 | $3,715-40.7% | $4,934-55.4% | $2,756-20.1% |
| Participant deferral / active EE | $4,043 | $6,646-39.2% | $8,070-49.9% | $4,297-5.9% |
| Admin fee / account holder | $11 | $7,942-99.9% | $13,006-99.9% | $6,935-99.8% |