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 5-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 | $4,467 | $76,407-94.2% | $150,298-97.0% | $82,448-94.6% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.1pp | 68.1%+25.8pp |
| Annual return | 23.02% | 39.99%-17.0pp | 62.79%-39.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,536 | $3,214-52.2% | $5,453-71.8% | $4,139-62.9% |
| Admin fee / account holder | $35 | $6,352-99.5% | $14,116-99.8% | $7,234-99.5% |