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 6-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 | $6,953 | $55,636-87.5% | $81,983-91.5% | $73,488-90.5% |
| Participation rate | 93.5% | 62.3%+31.2pp | 69.2%+24.2pp | 70.7%+22.8pp |
| Annual return | 45.08% | 19.07%+26.0pp | 41.31%+3.8pp | 28.51%+16.6pp |
| Employer contribution / active EE | $1,111 | $1,625-31.6% | $2,498-55.5% | $2,270-51.0% |
| Participant deferral / active EE | $2,443 | $2,762-11.6% | $3,722-34.4% | $3,740-34.7% |
| Admin fee / account holder | $50 | $493-89.8% | $5,664-99.1% | $513-90.2% |