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 | $10,206 | $148,534-93.1% | $135,903-92.5% | $139,434-92.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 459.64% | 79.19%+380.4pp | 68.23%+391.4pp | 372.94%+86.7pp |
| Employer contribution / active EE | $4,168 | $5,243-20.5% | $4,856-14.2% | $4,751-12.3% |
| Participant deferral / active EE | $6,169 | $8,100-23.8% | $7,758-20.5% | $6,710-8.1% |
| Admin fee / account holder | $221 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |