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 | $6,223 | $80,717-92.3% | $154,803-96.0% | $84,808-92.7% |
| Participation rate | 75.5% | 66.8%+8.7pp | 78.1%-2.6pp | 68.3%+7.2pp |
| Annual return | 25.43% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.5pp |
| Employer contribution / active EE | $488 | $2,761-82.3% | $4,305-88.7% | $2,631-81.5% |
| Participant deferral / active EE | $968 | $3,303-70.7% | $5,540-82.5% | $4,212-77.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |