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 | $2,577 | $54,705-95.3% | $71,209-96.4% | $84,808-97.0% |
| Participation rate | 83.7% | 64.1%+19.6pp | 73.8%+9.9pp | 68.3%+15.4pp |
| Annual return | 33.06% | 35.90%-2.8pp | 282.51%-249.4pp | 40.90%-7.8pp |
| Employer contribution / active EE | $410 | $2,158-81.0% | $2,721-84.9% | $2,631-84.4% |
| Participant deferral / active EE | $827 | $3,030-72.7% | $4,175-80.2% | $4,212-80.4% |
| Admin fee / account holder | $8 | $4,863-99.8% | $5,349-99.9% | $7,344-99.9% |