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 10-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 | $5,689 | $45,035-87.4% | $62,995-91.0% | $70,131-91.9% |
| Participation rate | 84.6% | 69.5%+15.1pp | 74.8%+9.8pp | 69.5%+15.1pp |
| Annual return | 46.19% | 18.76%+27.4pp | 87.57%-41.4pp | 73.14%-27.0pp |
| Employer contribution / active EE | $1,399 | $2,051-31.8% | $2,759-49.3% | $2,342-40.3% |
| Participant deferral / active EE | $1,394 | $2,465-43.4% | $3,329-58.1% | $3,332-58.2% |
| Admin fee / account holder | $25 | $2,834-99.1% | $3,600-99.3% | $4,645-99.5% |