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 5-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 | $10,308 | $71,883-85.7% | $86,677-88.1% | $68,494-85.0% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | 387.76% | 3.52%+384.2pp | 35.91%+351.9pp | -7.84%+395.6pp |
| Employer contribution / active EE | $763 | $2,173-64.9% | $2,836-73.1% | $2,596-70.6% |
| Participant deferral / active EE | $2,885 | $3,779-23.6% | $4,656-38.0% | $4,027-28.4% |
| Admin fee / account holder | $35 | $6,112-99.4% | $7,493-99.5% | $5,403-99.4% |