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 5-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 | $4,512 | $96,635-95.3% | $86,612-94.8% | $139,434-96.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 26.51% | 106.41%-79.9pp | 591.07%-564.6pp | 372.94%-346.4pp |
| Employer contribution / active EE | $751 | $3,263-77.0% | $3,022-75.2% | $4,751-84.2% |
| Participant deferral / active EE | $1,471 | $4,836-69.6% | $4,438-66.8% | $6,710-78.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |