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 | $7,682 | $57,281-86.6% | $86,612-91.1% | $75,163-89.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 29.89% | 2670.75%-2640.9pp | 591.07%-561.2pp | 160.62%-130.7pp |
| Employer contribution / active EE | $3,626 | $2,314+56.6% | $3,022+20.0% | $2,670+35.8% |
| Participant deferral / active EE | $1,223 | $3,318-63.1% | $4,438-72.4% | $4,125-70.4% |
| Admin fee / account holder | $63 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |