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 6-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 | $5,692 | $162,781-96.5% | $133,956-95.8% | $158,922-96.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 71.08% | 41.94%+29.1pp | 45.09%+26.0pp | 302.83%-231.7pp |
| Employer contribution / active EE | $1,759 | $4,975-64.6% | $3,919-55.1% | $4,761-63.0% |
| Participant deferral / active EE | $1,922 | $5,911-67.5% | $5,048-61.9% | $5,982-67.9% |
| Admin fee / account holder | $68 | $11,736-99.4% | $8,927-99.2% | $11,246-99.4% |