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 | $2,693 | $87,166-96.9% | $76,735-96.5% | $137,256-98.0% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 32.62% | 26.50%+6.1pp | 29.77%+2.8pp | 220.34%-187.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,461 | $4,726-69.1% | $4,088-64.3% | $6,407-77.2% |
| Admin fee / account holder | $247 | $8,403-97.1% | $7,189-96.6% | $12,270-98.0% |