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 10-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 | $3,767 | $121,625-96.9% | $104,607-96.4% | $158,922-97.6% |
| Participation rate | 90.5% | 77.5%+12.9pp | 74.1%+16.4pp | 82.0%+8.5pp |
| Annual return | 23.14% | 465.26%-442.1pp | 340.46%-317.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,161 | $3,163-63.3% | $2,681-56.7% | $4,761-75.6% |
| Participant deferral / active EE | $1,039 | $4,177-75.1% | $3,740-72.2% | $5,982-82.6% |
| Admin fee / account holder | $47 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |