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 | $3,183 | $90,348-96.5% | $75,972-95.8% | $145,922-97.8% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 55.67% | 620.88%-565.2pp | 359.55%-303.9pp | 561.29%-505.6pp |
| Employer contribution / active EE | $796 | $3,311-76.0% | $2,685-70.3% | $4,660-82.9% |
| Participant deferral / active EE | $2,073 | $5,162-59.8% | $4,255-51.3% | $6,688-69.0% |
| Admin fee / account holder | $160 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |