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 | $5,497 | $106,515-94.8% | $96,683-94.3% | $139,434-96.1% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 109.18% | 38.43%+70.8pp | 35.69%+73.5pp | 372.94%-263.8pp |
| Employer contribution / active EE | $1,757 | $4,103-57.2% | $3,737-53.0% | $4,751-63.0% |
| Participant deferral / active EE | $2,959 | $5,454-45.8% | $4,878-39.3% | $6,710-55.9% |
| Admin fee / account holder | $222 | $7,877-97.2% | $6,730-96.7% | $11,403-98.1% |