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 | $16,058 | $82,664-80.6% | $125,339-87.2% | $68,494-76.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | 275.47% | -5.97%+281.4pp | 572.05%-296.6pp | -7.84%+283.3pp |
| Employer contribution / active EE | $1,759 | $3,381-48.0% | $4,814-63.5% | $2,596-32.2% |
| Participant deferral / active EE | $10,801 | $6,110+76.8% | $7,446+45.0% | $4,027+168.2% |
| Admin fee / account holder | $28 | $6,275-99.6% | $10,010-99.7% | $5,403-99.5% |