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 | $18,933 | $106,749-82.3% | $145,433-87.0% | $82,448-77.0% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 181.01% | 27.59%+153.4pp | 66.58%+114.4pp | 41.64%+139.4pp |
| Employer contribution / active EE | $2,322 | $3,444-32.6% | $4,554-49.0% | $2,551-9.0% |
| Participant deferral / active EE | $5,443 | $6,519-16.5% | $7,897-31.1% | $4,139+31.5% |
| Admin fee / account holder | $41 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |