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 5-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 | $8,880 | $138,044-93.6% | $125,339-92.9% | $134,475-93.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | 26.29% | 750.33%-724.0pp | 572.05%-545.8pp | 417.96%-391.7pp |
| Employer contribution / active EE | $4,351 | $5,243-17.0% | $4,814-9.6% | $4,740-8.2% |
| Participant deferral / active EE | $3,251 | $7,799-58.3% | $7,446-56.3% | $6,400-49.2% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |