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 | $3,318 | $54,558-93.9% | $76,002-95.6% | $74,546-95.5% |
| Participation rate | 71.5% | 60.3%+11.2pp | 69.1%+2.5pp | 67.2%+4.3pp |
| Annual return | 24.33% | 31.83%-7.5pp | 360.07%-335.7pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $571 | $1,778-67.9% | $2,688-78.8% | $2,624-78.2% |
| Participant deferral / active EE | $1,378 | $3,065-55.1% | $4,257-67.6% | $4,347-68.3% |
| Admin fee / account holder | $249 | $2,232-88.8% | $6,414-96.1% | $1,944-87.2% |