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 | $11,918 | $154,117-92.3% | $129,995-90.8% | $139,434-91.5% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 25.74% | 32.48%-6.7pp | -137.18%+162.9pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,449 | $5,289-72.6% | $4,320-66.4% | $4,751-69.5% |
| Participant deferral / active EE | $4,956 | $6,710-26.1% | $5,820-14.8% | $6,710-26.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |