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 | $4,999 | $96,305-94.8% | $80,569-93.8% | $139,434-96.4% |
| Participation rate | 95.2% | 73.6%+21.6pp | 67.0%+28.2pp | 80.3%+14.9pp |
| Annual return | 14.98% | 1350.08%-1335.1pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $919 | $3,262-71.8% | $2,723-66.3% | $4,751-80.7% |
| Participant deferral / active EE | $2,986 | $5,232-42.9% | $4,447-32.9% | $6,710-55.5% |
| Admin fee / account holder | $159 | $6,599-97.6% | $5,377-97.0% | $11,403-98.6% |