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 | $5,550 | $148,534-96.3% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 175.81% | 79.19%+96.6pp | 68.23%+107.6pp | 372.94%-197.1pp |
| Employer contribution / active EE | $1,588 | $5,243-69.7% | $4,856-67.3% | $4,751-66.6% |
| Participant deferral / active EE | $2,747 | $8,100-66.1% | $7,758-64.6% | $6,710-59.1% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |