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 | $4,625 | $175,202-97.4% | $149,673-96.9% | $139,434-96.7% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 181.02% | 166.71%+14.3pp | 134.42%+46.6pp | 372.94%-191.9pp |
| Employer contribution / active EE | $1,702 | $5,474-68.9% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $2,541 | $6,519-61.0% | $5,680-55.3% | $6,710-62.1% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |