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 | $6,491 | $56,053-88.4% | $75,972-91.5% | $80,856-92.0% |
| Participation rate | 95.3% | 62.0%+33.3pp | 69.1%+26.3pp | 67.6%+27.7pp |
| Annual return | 15.04% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $623 | $1,874-66.8% | $2,685-76.8% | $2,755-77.4% |
| Participant deferral / active EE | $1,250 | $3,052-59.0% | $4,255-70.6% | $4,296-70.9% |
| Admin fee / account holder | $222 | $5,234-95.8% | $6,467-96.6% | $6,918-96.8% |