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 | $5,145 | $74,927-93.1% | $101,794-94.9% | $84,808-93.9% |
| Participation rate | 95.5% | 61.4%+34.1pp | 69.2%+26.3pp | 68.3%+27.1pp |
| Annual return | 24.43% | 18.70%+5.7pp | 30.53%-6.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,053 | $1,522-30.8% | $2,289-54.0% | $2,631-60.0% |
| Participant deferral / active EE | $2,012 | $3,099-35.1% | $4,084-50.7% | $4,212-52.2% |
| Admin fee / account holder | $225 | $6,514-96.5% | $8,777-97.4% | $7,344-96.9% |