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 | $4,651 | $110,261-95.8% | $95,745-95.1% | $139,434-96.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 86.11% | 27.11%+59.0pp | 28.35%+57.8pp | 372.94%-286.8pp |
| Employer contribution / active EE | $1,949 | $3,257-40.2% | $2,835-31.2% | $4,751-59.0% |
| Participant deferral / active EE | $3,291 | $4,676-29.6% | $4,245-22.5% | $6,710-51.0% |
| Admin fee / account holder | $224 | $6,613-96.6% | $5,678-96.1% | $11,403-98.0% |