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 3-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 | $3,545 | $60,022-94.1% | $88,946-96.0% | $84,808-95.8% |
| Participation rate | 72.7% | 57.8%+14.9pp | 68.8%+3.9pp | 68.3%+4.4pp |
| Annual return | 38.66% | 22.43%+16.2pp | 57.82%-19.2pp | 40.90%-2.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,674 | $3,114-46.3% | $4,581-63.5% | $4,212-60.3% |
| Admin fee / account holder | $36 | $4,811-99.3% | $8,261-99.6% | $7,344-99.5% |