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 | $5,120 | $183,519-97.2% | $155,509-96.7% | $145,922-96.5% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 19.71% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,545 | $5,313-70.9% | $4,672-66.9% | $4,660-66.9% |
| Participant deferral / active EE | $2,665 | $6,462-58.8% | $5,626-52.6% | $6,688-60.2% |
| Admin fee / account holder | $103 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |