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 8-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 | $6,243 | $58,927-89.4% | $76,817-91.9% | $72,985-91.4% |
| Participation rate | 77.8% | 67.3%+10.4pp | 72.1%+5.7pp | 69.5%+8.3pp |
| Annual return | 29.75% | 2305.64%-2275.9pp | 1166.11%-1136.4pp | 81.00%-51.3pp |
| Employer contribution / active EE | $977 | $1,787-45.3% | $2,302-57.5% | $2,440-59.9% |
| Participant deferral / active EE | $1,344 | $2,690-50.0% | $3,336-59.7% | $3,607-62.7% |
| Admin fee / account holder | $59 | $4,013-98.5% | $6,420-99.1% | $5,124-98.9% |