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 | $6,422 | $56,053-88.5% | $75,972-91.5% | $80,856-92.1% |
| Participation rate | 88.0% | 62.0%+26.0pp | 69.1%+18.9pp | 67.6%+20.4pp |
| Annual return | 22.03% | 20.53%+1.5pp | 359.55%-337.5pp | 35.59%-13.6pp |
| Employer contribution / active EE | $914 | $1,874-51.2% | $2,685-66.0% | $2,755-66.8% |
| Participant deferral / active EE | $1,457 | $3,052-52.3% | $4,255-65.8% | $4,296-66.1% |
| Admin fee / account holder | $53 | $5,234-99.0% | $6,467-99.2% | $6,918-99.2% |