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 | $5,278 | $48,230-89.1% | $67,502-92.2% | $80,856-93.5% |
| Participation rate | 75.7% | 66.4%+9.3pp | 72.9%+2.8pp | 67.6%+8.0pp |
| Annual return | 24.94% | 18.28%+6.7pp | 3512.12%-3487.2pp | 35.59%-10.7pp |
| Employer contribution / active EE | $651 | $2,020-67.7% | $2,731-76.1% | $2,755-76.4% |
| Participant deferral / active EE | $1,380 | $2,924-52.8% | $4,000-65.5% | $4,296-67.9% |
| Admin fee / account holder | $133 | $3,681-96.4% | $3,998-96.7% | $6,918-98.1% |