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 | $1,234 | $65,409-98.1% | $98,442-98.7% | $85,850-98.6% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.6pp | 69.3%+19.6pp |
| Annual return | 36.39% | 21.76%+14.6pp | 1492.73%-1456.3pp | 318.53%-282.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,465 | $3,166-53.7% | $4,276-65.7% | $3,952-62.9% |
| Admin fee / account holder | $147 | $4,593-96.8% | $5,949-97.5% | $6,260-97.6% |