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 | $3,262 | $106,515-96.9% | $96,683-96.6% | $139,434-97.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 78.54% | 38.43%+40.1pp | 35.69%+42.8pp | 372.94%-294.4pp |
| Employer contribution / active EE | $906 | $4,103-77.9% | $3,737-75.8% | $4,751-80.9% |
| Participant deferral / active EE | $2,153 | $5,454-60.5% | $4,878-55.9% | $6,710-67.9% |
| Admin fee / account holder | $72 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |