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 | $2,300 | $158,398-98.5% | $126,539-98.2% | $142,382-98.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 33.20% | 593.76%-560.6pp | 425.95%-392.7pp | 217.08%-183.9pp |
| Employer contribution / active EE | $552 | $4,650-88.1% | $3,674-85.0% | $4,299-87.2% |
| Participant deferral / active EE | $981 | $4,767-79.4% | $4,083-76.0% | $6,507-84.9% |
| Admin fee / account holder | $269 | $6,918-96.1% | $6,065-95.6% | $12,624-97.9% |