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 3-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 | $14,560 | $89,753-83.8% | $107,525-86.5% | $84,808-82.8% |
| Participation rate | 93.0% | 68.1%+25.0pp | 75.1%+17.9pp | 68.3%+24.7pp |
| Annual return | 61.18% | 29.48%+31.7pp | 181.32%-120.1pp | 40.90%+20.3pp |
| Employer contribution / active EE | $2,559 | $3,113-17.8% | $3,754-31.8% | $2,631-2.7% |
| Participant deferral / active EE | $3,415 | $4,056-15.8% | $5,116-33.2% | $4,212-18.9% |
| Admin fee / account holder | $130 | $7,222-98.2% | $8,919-98.5% | $7,344-98.2% |