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 | $6,313 | $48,230-86.9% | $67,502-90.6% | $80,856-92.2% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.7pp | 67.6%+28.9pp |
| Annual return | 334.54% | 18.28%+316.3pp | 3512.12%-3177.6pp | 35.59%+298.9pp |
| Employer contribution / active EE | $1,215 | $2,020-39.8% | $2,731-55.5% | $2,755-55.9% |
| Participant deferral / active EE | $3,128 | $2,924+7.0% | $4,000-21.8% | $4,296-27.2% |
| Admin fee / account holder | $140 | $3,681-96.2% | $3,998-96.5% | $6,918-98.0% |