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 | $3,170 | $96,635-96.7% | $86,612-96.3% | $139,434-97.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 37.29% | 106.41%-69.1pp | 591.07%-553.8pp | 372.94%-335.7pp |
| Employer contribution / active EE | $676 | $3,263-79.3% | $3,022-77.6% | $4,751-85.8% |
| Participant deferral / active EE | $967 | $4,836-80.0% | $4,438-78.2% | $6,710-85.6% |
| Admin fee / account holder | $172 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |