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 | $76,407-91.9% | $150,298-95.9% | $82,448-92.5% |
| Participation rate | 75.5% | 66.4%+9.1pp | 77.8%-2.3pp | 68.1%+7.4pp |
| Annual return | 25.43% | 39.99%-14.6pp | 62.79%-37.4pp | 41.64%-16.2pp |
| Employer contribution / active EE | $488 | $2,614-81.3% | $4,154-88.3% | $2,551-80.9% |
| Participant deferral / active EE | $968 | $3,214-69.9% | $5,453-82.2% | $4,139-76.6% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |