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 | $5,510 | $100,773-94.5% | $88,946-93.8% | $142,382-96.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 19.84% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $545 | $2,918-81.3% | $2,555-78.7% | $4,299-87.3% |
| Participant deferral / active EE | $871 | $5,230-83.3% | $4,581-81.0% | $6,507-86.6% |
| Admin fee / account holder | $18 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |