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 | $19,184 | $155,788-87.7% | $124,672-84.6% | $167,490-88.5% |
| Participation rate | 70.8% | 81.1%-10.3pp | 74.6%-3.8pp | 82.1%-11.3pp |
| Annual return | 30.15% | 17.97%+12.2pp | 5142.93%-5112.8pp | 478.56%-448.4pp |
| Employer contribution / active EE | $1,550 | $4,163-62.8% | $3,324-53.4% | $4,837-68.0% |
| Participant deferral / active EE | $4,095 | $5,673-27.8% | $4,614-11.3% | $6,341-35.4% |
| Admin fee / account holder | $152 | $9,531-98.4% | $7,493-98.0% | $12,309-98.8% |