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 7-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 | $5,988 | $98,750-93.9% | $149,696-96.0% | $79,858-92.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 52.26% | 27.43%+24.8pp | 276.60%-224.3pp | 31.71%+20.5pp |
| Employer contribution / active EE | $1,806 | $3,216-43.9% | $4,644-61.1% | $2,471-26.9% |
| Participant deferral / active EE | $2,449 | $5,680-56.9% | $6,842-64.2% | $3,740-34.5% |
| Admin fee / account holder | $71 | $6,053-98.8% | $9,309-99.2% | $5,306-98.7% |