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 | $6,913 | $57,281-87.9% | $86,612-92.0% | $75,163-90.8% |
| Participation rate | 89.6% | 63.2%+26.4pp | 71.7%+17.9pp | 67.2%+22.4pp |
| Annual return | 18.55% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,187 | $2,314-48.7% | $3,022-60.7% | $2,670-55.5% |
| Participant deferral / active EE | $2,356 | $3,318-29.0% | $4,438-46.9% | $4,125-42.9% |
| Admin fee / account holder | $257 | $4,112-93.8% | $5,614-95.4% | $5,651-95.5% |