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 | $1,817 | $88,751-98.0% | $81,812-97.8% | $145,922-98.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 17.54% | 1025.40%-1007.9pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $641 | $3,083-79.2% | $2,912-78.0% | $4,660-86.3% |
| Participant deferral / active EE | $687 | $4,643-85.2% | $4,319-84.1% | $6,688-89.7% |
| Admin fee / account holder | $181 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |