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 | $3,152 | $85,022-96.3% | $70,515-95.5% | $139,434-97.7% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 54.45% | 30.38%+24.1pp | 32.77%+21.7pp | 372.94%-318.5pp |
| Employer contribution / active EE | $999 | $3,909-74.4% | $2,973-66.4% | $4,751-79.0% |
| Participant deferral / active EE | $1,800 | $5,890-69.4% | $4,567-60.6% | $6,710-73.2% |
| Admin fee / account holder | $173 | $8,906-98.1% | $6,412-97.3% | $11,403-98.5% |