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 10-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 | $9,279 | $76,000-87.8% | $154,107-94.0% | $64,186-85.5% |
| Participation rate | 89.7% | 70.4%+19.2pp | 83.0%+6.6pp | 69.6%+20.1pp |
| Annual return | 1.51% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,128 | $3,351-66.3% | $5,298-78.7% | $2,381-52.6% |
| Participant deferral / active EE | $1,774 | $3,175-44.1% | $5,081-65.1% | $3,470-48.9% |
| Admin fee / account holder | $183 | $5,596-96.7% | $13,411-98.6% | $4,888-96.3% |