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 | $7,359 | $48,795-84.9% | $65,493-88.8% | $84,808-91.3% |
| Participation rate | 85.2% | 67.0%+18.2pp | 73.1%+12.1pp | 68.3%+16.9pp |
| Annual return | 19.96% | 20.20%-0.2pp | 982.45%-962.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $355 | $1,930-81.6% | $2,574-86.2% | $2,631-86.5% |
| Participant deferral / active EE | $1,321 | $2,928-54.9% | $3,961-66.7% | $4,212-68.6% |
| Admin fee / account holder | $5 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |