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 | $6,715 | $49,173-86.3% | $121,098-94.5% | $75,163-91.1% |
| Participation rate | 71.4% | 55.4%+16.0pp | 69.5%+1.9pp | 67.2%+4.2pp |
| Annual return | 38.85% | 55.99%-17.1pp | 985.75%-946.9pp | 160.62%-121.8pp |
| Employer contribution / active EE | $776 | $1,546-49.8% | $4,164-81.4% | $2,670-70.9% |
| Participant deferral / active EE | $1,568 | $2,628-40.3% | $4,080-61.6% | $4,125-62.0% |
| Admin fee / account holder | $20 | $3,942-99.5% | $5,644-99.6% | $5,651-99.6% |