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 | $3,271 | $48,795-93.3% | $65,493-95.0% | $84,808-96.1% |
| Participation rate | 84.8% | 67.0%+17.9pp | 73.1%+11.8pp | 68.3%+16.5pp |
| Annual return | 20.07% | 20.20%-0.1pp | 982.45%-962.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,196 | $2,928-59.2% | $3,961-69.8% | $4,212-71.6% |
| Admin fee / account holder | $59 | $3,877-98.5% | $5,028-98.8% | $7,344-99.2% |