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 5-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 | $3,747 | $76,407-95.1% | $150,298-97.5% | $82,448-95.5% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 20.96% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $541 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $1,006 | $3,214-68.7% | $5,453-81.5% | $4,139-75.7% |
| Admin fee / account holder | $69 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |