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 | $20,934 | $109,413-80.9% | $156,263-86.6% | $84,808-75.3% |
| Participation rate | 93.2% | 72.7%+20.5pp | 78.9%+14.3pp | 68.3%+24.9pp |
| Annual return | 345.13% | 20.18%+324.9pp | 59.47%+285.7pp | 40.90%+304.2pp |
| Employer contribution / active EE | $1,034 | $2,907-64.4% | $4,333-76.1% | $2,631-60.7% |
| Participant deferral / active EE | $3,652 | $4,590-20.4% | $6,158-40.7% | $4,212-13.3% |
| Admin fee / account holder | $209 | $9,357-97.8% | $14,255-98.5% | $7,344-97.2% |