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 | $3,364 | $169,032-98.0% | $129,207-97.4% | $145,922-97.7% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 21.79% | 14330.11%-14308.3pp | 9417.33%-9395.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $373 | $5,537-93.3% | $4,153-91.0% | $4,660-92.0% |
| Participant deferral / active EE | $1,368 | $4,987-72.6% | $4,168-67.2% | $6,688-79.5% |
| Admin fee / account holder | $295 | $9,954-97.0% | $7,715-96.2% | $13,397-97.8% |