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 7-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 | $5,364 | $57,281-90.6% | $86,612-93.8% | $75,163-92.9% |
| Participation rate | 87.8% | 63.2%+24.6pp | 71.7%+16.1pp | 67.2%+20.6pp |
| Annual return | 30.19% | 2670.75%-2640.6pp | 591.07%-560.9pp | 160.62%-130.4pp |
| Employer contribution / active EE | $505 | $2,314-78.2% | $3,022-83.3% | $2,670-81.1% |
| Participant deferral / active EE | $968 | $3,318-70.8% | $4,438-78.2% | $4,125-76.5% |
| Admin fee / account holder | $83 | $4,112-98.0% | $5,614-98.5% | $5,651-98.5% |