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 | $4,517 | $78,672-94.3% | $109,143-95.9% | $85,850-94.7% |
| Participation rate | 84.4% | 68.3%+16.2pp | 75.9%+8.6pp | 69.3%+15.1pp |
| Annual return | 82.91% | 25.09%+57.8pp | 25.75%+57.2pp | 318.53%-235.6pp |
| Employer contribution / active EE | $848 | $2,735-69.0% | $3,722-77.2% | $2,565-66.9% |
| Participant deferral / active EE | $2,874 | $3,467-17.1% | $4,653-38.2% | $3,952-27.3% |
| Admin fee / account holder | $101 | $5,469-98.2% | $6,752-98.5% | $6,260-98.4% |