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 6-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 | $10,600 | $111,724-90.5% | $93,606-88.7% | $145,922-92.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 14.30% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $958 | $3,090-69.0% | $2,420-60.4% | $4,660-79.4% |
| Participant deferral / active EE | $2,971 | $4,912-39.5% | $4,411-32.6% | $6,688-55.6% |
| Admin fee / account holder | $94 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |