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 4-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 | $5,248 | $85,022-93.8% | $70,515-92.6% | $139,434-96.2% |
| Participation rate | 85.0% | 73.9%+11.1pp | 68.3%+16.7pp | 80.3%+4.7pp |
| Annual return | 33.71% | 30.38%+3.3pp | 32.77%+0.9pp | 372.94%-339.2pp |
| Employer contribution / active EE | $769 | $3,909-80.3% | $2,973-74.1% | $4,751-83.8% |
| Participant deferral / active EE | $1,346 | $5,890-77.2% | $4,567-70.5% | $6,710-79.9% |
| Admin fee / account holder | $72 | $8,906-99.2% | $6,412-98.9% | $11,403-99.4% |