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 4-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 | $4,994 | $49,173-89.8% | $121,098-95.9% | $75,163-93.4% |
| Participation rate | 83.8% | 55.4%+28.4pp | 69.5%+14.3pp | 67.2%+16.6pp |
| Annual return | 30.85% | 55.99%-25.1pp | 985.75%-954.9pp | 160.62%-129.8pp |
| Employer contribution / active EE | $884 | $1,546-42.8% | $4,164-78.8% | $2,670-66.9% |
| Participant deferral / active EE | $2,192 | $2,628-16.6% | $4,080-46.3% | $4,125-46.9% |
| Admin fee / account holder | $15 | $3,942-99.6% | $5,644-99.7% | $5,651-99.7% |