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 | $6,326 | $48,570-87.0% | $130,648-95.2% | $72,985-91.3% |
| Participation rate | 85.0% | 58.6%+26.4pp | 71.7%+13.3pp | 69.5%+15.5pp |
| Annual return | 153.25% | 38.63%+114.6pp | 1708.96%-1555.7pp | 81.00%+72.2pp |
| Employer contribution / active EE | $889 | $1,334-33.3% | $4,092-78.3% | $2,440-63.6% |
| Participant deferral / active EE | $1,539 | $2,384-35.4% | $3,603-57.3% | $3,607-57.3% |
| Admin fee / account holder | $136 | $3,549-96.2% | $5,464-97.5% | $5,124-97.3% |