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 | $17,301 | $159,934-89.2% | $147,005-88.2% | $145,959-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.77% | 98.24%-65.5pp | 418.76%-386.0pp | 561.95%-529.2pp |
| Employer contribution / active EE | $3,958 | $5,287-25.1% | $4,934-19.8% | $4,661-15.1% |
| Participant deferral / active EE | $6,471 | $8,427-23.2% | $8,070-19.8% | $6,689-3.3% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |