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 | $5,556 | $100,773-94.5% | $88,946-93.8% | $142,382-96.1% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 16.06% | 70.18%-54.1pp | 57.82%-41.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $668 | $2,918-77.1% | $2,555-73.9% | $4,299-84.5% |
| Participant deferral / active EE | $1,319 | $5,230-74.8% | $4,581-71.2% | $6,507-79.7% |
| Admin fee / account holder | $55 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |