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 8-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 | $19,697 | $89,355-78.0% | $141,162-86.0% | $72,985-73.0% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 2889.01% | 111.85%+2777.2pp | 71.39%+2817.6pp | 81.00%+2808.0pp |
| Employer contribution / active EE | $1,096 | $3,114-64.8% | $4,735-76.9% | $2,440-55.1% |
| Participant deferral / active EE | $3,887 | $5,418-28.3% | $6,709-42.1% | $3,607+7.7% |
| Admin fee / account holder | $52 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |