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 | $3,062 | $88,751-96.6% | $81,812-96.3% | $145,922-97.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 19.02% | 1025.40%-1006.4pp | 773.79%-754.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $409 | $3,083-86.7% | $2,912-86.0% | $4,660-91.2% |
| Participant deferral / active EE | $1,545 | $4,643-66.7% | $4,319-64.2% | $6,688-76.9% |
| Admin fee / account holder | $136 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |