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 | $7,274 | $95,416-92.4% | $185,823-96.1% | $85,850-91.5% |
| Participation rate | 78.6% | 68.8%+9.8pp | 81.7%-3.1pp | 69.3%+9.3pp |
| Annual return | 15.66% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $791 | $3,314-76.1% | $5,167-84.7% | $2,565-69.1% |
| Participant deferral / active EE | $2,176 | $3,423-36.4% | $5,568-60.9% | $3,952-44.9% |
| Admin fee / account holder | $106 | $7,213-98.5% | $16,237-99.3% | $6,260-98.3% |