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 | $5,130 | $77,899-93.4% | $149,673-96.6% | $75,163-93.2% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.7pp | 67.2%+24.2pp |
| Annual return | 3654.07% | 31.72%+3622.3pp | 134.42%+3519.7pp | 160.62%+3493.4pp |
| Employer contribution / active EE | $897 | $3,137-71.4% | $4,818-81.4% | $2,670-66.4% |
| Participant deferral / active EE | $2,076 | $3,411-39.1% | $5,680-63.4% | $4,125-49.7% |
| Admin fee / account holder | $86 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |