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 | $11,474 | $148,534-92.3% | $135,903-91.6% | $139,434-91.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.86% | 79.19%-41.3pp | 68.23%-30.4pp | 372.94%-335.1pp |
| Employer contribution / active EE | $2,762 | $5,243-47.3% | $4,856-43.1% | $4,751-41.9% |
| Participant deferral / active EE | $4,994 | $8,100-38.3% | $7,758-35.6% | $6,710-25.6% |
| Admin fee / account holder | $236 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |