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 | $8,541 | $102,604-91.7% | $86,188-90.1% | $139,434-93.9% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | 24.19% | 1922.51%-1898.3pp | 1168.45%-1144.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,144 | $3,032-62.3% | $2,380-51.9% | $4,751-75.9% |
| Participant deferral / active EE | $1,358 | $4,676-70.9% | $3,985-65.9% | $6,710-79.8% |
| Admin fee / account holder | $263 | $8,657-97.0% | $6,852-96.2% | $11,403-97.7% |