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 | $15,019 | $175,202-91.4% | $149,673-90.0% | $139,434-89.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 32.98% | 166.71%-133.7pp | 134.42%-101.4pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,995 | $5,474-63.6% | $4,818-58.6% | $4,751-58.0% |
| Participant deferral / active EE | $5,005 | $6,519-23.2% | $5,680-11.9% | $6,710-25.4% |
| Admin fee / account holder | $63 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |