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 4-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 | $4,973 | $77,899-93.6% | $149,673-96.7% | $75,163-93.4% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 38.52% | 31.72%+6.8pp | 134.42%-95.9pp | 160.62%-122.1pp |
| Employer contribution / active EE | $1,014 | $3,137-67.7% | $4,818-79.0% | $2,670-62.0% |
| Participant deferral / active EE | $1,802 | $3,411-47.2% | $5,680-68.3% | $4,125-56.3% |
| Admin fee / account holder | $240 | $5,956-96.0% | $13,210-98.2% | $5,651-95.7% |