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 7-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 | $3,038 | $116,175-97.4% | $93,606-96.8% | $152,861-98.0% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.4%-4.7pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $561 | $3,218-82.6% | $2,718-79.4% | $4,762-88.2% |
| Participant deferral / active EE | $1,757 | $4,603-61.8% | $4,069-56.8% | $5,850-70.0% |
| Admin fee / account holder | $1 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |