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 | $5,915 | $180,749-96.7% | $160,784-96.3% | $137,256-95.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 29.99% | 2234.46%-2204.5pp | 1803.92%-1773.9pp | 220.34%-190.4pp |
| Employer contribution / active EE | $808 | $4,155-80.5% | $3,733-78.3% | $4,156-80.6% |
| Participant deferral / active EE | $1,265 | $6,844-81.5% | $6,293-79.9% | $6,407-80.3% |
| Admin fee / account holder | $7 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |