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 3-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 | $3,427 | $48,230-92.9% | $67,502-94.9% | $80,856-95.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 25.47% | 18.28%+7.2pp | 3512.12%-3486.7pp | 35.59%-10.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,304 | $2,924-55.4% | $4,000-67.4% | $4,296-69.7% |
| Admin fee / account holder | $125 | $3,681-96.6% | $3,998-96.9% | $6,918-98.2% |