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 6-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 | $4,086 | $51,175-92.0% | $70,515-94.2% | $75,163-94.6% |
| Participation rate | 89.2% | 60.9%+28.3pp | 68.3%+20.8pp | 67.2%+22.0pp |
| Annual return | 23.99% | 30.02%-6.0pp | 32.77%-8.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $656 | $1,826-64.1% | $2,973-77.9% | $2,670-75.4% |
| Participant deferral / active EE | $1,233 | $2,849-56.7% | $4,567-73.0% | $4,125-70.1% |
| Admin fee / account holder | $276 | $4,091-93.3% | $6,412-95.7% | $5,651-95.1% |