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 | $5,310 | $48,230-89.0% | $67,502-92.1% | $80,856-93.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 25.62% | 18.28%+7.3pp | 3512.12%-3486.5pp | 35.59%-10.0pp |
| Employer contribution / active EE | $866 | $2,020-57.1% | $2,731-68.3% | $2,755-68.6% |
| Participant deferral / active EE | $2,783 | $2,924-4.8% | $4,000-30.4% | $4,296-35.2% |
| Admin fee / account holder | $52 | $3,681-98.6% | $3,998-98.7% | $6,918-99.2% |