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 | $8,363 | $175,202-95.2% | $149,673-94.4% | $139,434-94.0% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 35.90% | 166.71%-130.8pp | 134.42%-98.5pp | 372.94%-337.0pp |
| Employer contribution / active EE | $1,949 | $5,474-64.4% | $4,818-59.5% | $4,751-59.0% |
| Participant deferral / active EE | $3,110 | $6,519-52.3% | $5,680-45.2% | $6,710-53.7% |
| Admin fee / account holder | $207 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |