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 4-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 | $4,290 | $96,305-95.5% | $80,569-94.7% | $139,434-96.9% |
| Participation rate | 78.3% | 73.6%+4.6pp | 67.0%+11.3pp | 80.3%-2.1pp |
| Annual return | 37.96% | 1350.08%-1312.1pp | 935.43%-897.5pp | 372.94%-335.0pp |
| Employer contribution / active EE | $1,048 | $3,262-67.9% | $2,723-61.5% | $4,751-77.9% |
| Participant deferral / active EE | $1,960 | $5,232-62.5% | $4,447-55.9% | $6,710-70.8% |
| Admin fee / account holder | $193 | $6,599-97.1% | $5,377-96.4% | $11,403-98.3% |