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 7-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 | $11,685 | $96,484-87.9% | $75,886-84.6% | $152,861-92.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 124.29% | 33.98%+90.3pp | 30.76%+93.5pp | 345.32%-221.0pp |
| Employer contribution / active EE | $1,512 | $3,309-54.3% | $2,500-39.5% | $4,762-68.2% |
| Participant deferral / active EE | $3,766 | $4,553-17.3% | $3,603+4.5% | $5,850-35.6% |
| Admin fee / account holder | $75 | $8,078-99.1% | $5,418-98.6% | $11,596-99.4% |