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 | $3,544 | $106,515-96.7% | $96,683-96.3% | $139,434-97.5% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 91.78% | 38.43%+53.4pp | 35.69%+56.1pp | 372.94%-281.2pp |
| Employer contribution / active EE | $1,331 | $4,103-67.6% | $3,737-64.4% | $4,751-72.0% |
| Participant deferral / active EE | $1,711 | $5,454-68.6% | $4,878-64.9% | $6,710-74.5% |
| Admin fee / account holder | $90 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |