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 | $5,783 | $80,753-92.8% | $136,294-95.8% | $62,292-90.7% |
| Participation rate | 92.4% | 73.5%+18.8pp | 81.9%+10.4pp | 69.5%+22.9pp |
| Annual return | 63.69% | 35.83%+27.9pp | 5155.94%-5092.2pp | 28.90%+34.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,893 | $5,164-44.0% | $6,247-53.7% | $3,169-8.7% |
| Admin fee / account holder | $134 | $525-74.5% | $9,243-98.6% | $479-72.1% |