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 | $7,676 | $47,479-83.8% | $62,929-87.8% | $82,448-90.7% |
| Participation rate | 84.2% | 66.9%+17.3pp | 73.1%+11.1pp | 68.1%+16.1pp |
| Annual return | 23.67% | 20.34%+3.3pp | 1063.93%-1040.3pp | 41.64%-18.0pp |
| Employer contribution / active EE | $385 | $1,885-79.6% | $2,505-84.6% | $2,551-84.9% |
| Participant deferral / active EE | $1,385 | $2,870-51.7% | $3,888-64.4% | $4,139-66.5% |
| Admin fee / account holder | $285 | $3,804-92.5% | $5,065-94.4% | $7,234-96.1% |