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 | $14,484 | $148,534-90.2% | $135,903-89.3% | $139,434-89.6% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 113.20% | 79.19%+34.0pp | 68.23%+45.0pp | 372.94%-259.7pp |
| Employer contribution / active EE | $3,197 | $5,243-39.0% | $4,856-34.2% | $4,751-32.7% |
| Participant deferral / active EE | $7,245 | $8,100-10.6% | $7,758-6.6% | $6,710+8.0% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |