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 | $3,683 | $80,717-95.4% | $154,803-97.6% | $84,808-95.7% |
| Participation rate | 73.3% | 66.8%+6.4pp | 78.1%-4.8pp | 68.3%+4.9pp |
| Annual return | 27.66% | 37.96%-10.3pp | 58.88%-31.2pp | 40.90%-13.2pp |
| Employer contribution / active EE | $353 | $2,761-87.2% | $4,305-91.8% | $2,631-86.6% |
| Participant deferral / active EE | $1,031 | $3,303-68.8% | $5,540-81.4% | $4,212-75.5% |
| Admin fee / account holder | $192 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |