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 | $7,257 | $108,172-93.3% | $77,482-90.6% | $158,922-95.4% |
| Participation rate | 94.7% | 64.4%+30.3pp | 54.2%+40.6pp | 82.0%+12.8pp |
| Annual return | 44.24% | 31.67%+12.6pp | 54.79%-10.5pp | 302.83%-258.6pp |
| Employer contribution / active EE | $1,097 | $1,325-17.2% | $986+11.2% | $4,761-77.0% |
| Participant deferral / active EE | $2,791 | $2,456+13.6% | $1,861+49.9% | $5,982-53.4% |
| Admin fee / account holder | $235 | $3,708-93.7% | $2,858-91.8% | $11,246-97.9% |