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 | $4,396 | $64,839-93.2% | $95,585-95.4% | $84,808-94.8% |
| Participation rate | 88.9% | 63.8%+25.1pp | 72.1%+16.8pp | 68.3%+20.6pp |
| Annual return | 23.62% | -670.96%+694.6pp | 38.56%-14.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $975 | $1,759-44.6% | $2,527-61.4% | $2,631-62.9% |
| Participant deferral / active EE | $1,234 | $2,965-58.4% | $4,023-69.3% | $4,212-70.7% |
| Admin fee / account holder | $30 | $5,964-99.5% | $6,127-99.5% | $7,344-99.6% |