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 | $15,816 | $117,841-86.6% | $102,423-84.6% | $145,922-89.2% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 51.88% | 31.65%+20.2pp | 29.32%+22.6pp | 561.29%-509.4pp |
| Employer contribution / active EE | $1,704 | $3,615-52.9% | $3,023-43.6% | $4,660-63.4% |
| Participant deferral / active EE | $3,824 | $5,731-33.3% | $5,053-24.3% | $6,688-42.8% |
| Admin fee / account holder | $16 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |