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 3-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 | $1,726 | $99,918-98.3% | $81,382-97.9% | $145,922-98.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 22.06% | 34.32%-12.3pp | 24.73%-2.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $542 | $2,978-81.8% | $2,463-78.0% | $4,660-88.4% |
| Participant deferral / active EE | $1,300 | $4,605-71.8% | $3,883-66.5% | $6,688-80.6% |
| Admin fee / account holder | $151 | $8,212-98.2% | $5,768-97.4% | $13,397-98.9% |