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 | $10,355 | $105,126-90.1% | $94,646-89.1% | $139,434-92.6% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 38.15% | 38.03%+0.1pp | 156.71%-118.6pp | 372.94%-334.8pp |
| Employer contribution / active EE | $1,468 | $4,106-64.2% | $3,672-60.0% | $4,751-69.1% |
| Participant deferral / active EE | $5,900 | $7,599-22.4% | $7,418-20.5% | $6,710-12.1% |
| Admin fee / account holder | $125 | $8,984-98.6% | $7,231-98.3% | $11,403-98.9% |