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 | $7,531 | $96,484-92.2% | $75,886-90.1% | $152,861-95.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.3%+12.5pp | 82.4%-0.6pp |
| Annual return | 52.98% | 33.98%+19.0pp | 30.76%+22.2pp | 345.32%-292.3pp |
| Employer contribution / active EE | $1,839 | $3,309-44.4% | $2,500-26.5% | $4,762-61.4% |
| Participant deferral / active EE | $2,570 | $4,553-43.6% | $3,603-28.7% | $5,850-56.1% |
| Admin fee / account holder | $20 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |