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 9-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 | $9,408 | $50,637-81.4% | $86,590-89.1% | $62,292-84.9% |
| Participation rate | 97.8% | 67.9%+29.9pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 139.42% | 20.80%+118.6pp | 964.84%-825.4pp | 28.90%+110.5pp |
| Employer contribution / active EE | $1,747 | $2,075-15.8% | $2,839-38.5% | $2,042-14.5% |
| Participant deferral / active EE | $3,138 | $2,611+20.2% | $3,609-13.0% | $3,169-1.0% |
| Admin fee / account holder | $176 | $413-57.5% | $4,906-96.4% | $479-63.4% |