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 | $6,609 | $60,124-89.0% | $90,404-92.7% | $79,858-91.7% |
| Participation rate | 88.6% | 65.0%+23.6pp | 72.7%+15.9pp | 69.6%+18.9pp |
| Annual return | 38.00% | 71.94%-33.9pp | 1293.02%-1255.0pp | 31.71%+6.3pp |
| Employer contribution / active EE | $1,199 | $2,068-42.0% | $3,262-63.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,648 | $2,938-9.9% | $3,963-33.2% | $3,740-29.2% |
| Admin fee / account holder | $125 | $3,976-96.9% | $5,611-97.8% | $5,306-97.6% |