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 | $3,953 | $80,717-95.1% | $154,803-97.4% | $84,808-95.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 24.45% | 37.96%-13.5pp | 58.88%-34.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $775 | $2,761-71.9% | $4,305-82.0% | $2,631-70.5% |
| Participant deferral / active EE | $1,443 | $3,303-56.3% | $5,540-74.0% | $4,212-65.7% |
| Admin fee / account holder | $241 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |