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 | $3,393 | $96,305-96.5% | $80,569-95.8% | $139,434-97.6% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 21.64% | 1350.08%-1328.4pp | 935.43%-913.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $420 | $3,262-87.1% | $2,723-84.6% | $4,751-91.2% |
| Participant deferral / active EE | $861 | $5,232-83.5% | $4,447-80.6% | $6,710-87.2% |
| Admin fee / account holder | $22 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |