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 6-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 | $4,010 | $48,230-91.7% | $67,502-94.1% | $80,856-95.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 23.23% | 18.28%+5.0pp | 3512.12%-3488.9pp | 35.59%-12.4pp |
| Employer contribution / active EE | $716 | $2,020-64.6% | $2,731-73.8% | $2,755-74.0% |
| Participant deferral / active EE | $1,085 | $2,924-62.9% | $4,000-72.9% | $4,296-74.8% |
| Admin fee / account holder | $251 | $3,681-93.2% | $3,998-93.7% | $6,918-96.4% |