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 7-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 | $3,435 | $37,426-90.8% | $77,482-95.6% | $79,858-95.7% |
| Participation rate | 88.9% | 41.5%+47.4pp | 54.2%+34.7pp | 69.6%+19.3pp |
| Annual return | 16.77% | 39.70%-22.9pp | 54.79%-38.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $575 | $1,260-54.4% | $1,861-69.1% | $3,740-84.6% |
| Admin fee / account holder | $244 | $2,504-90.2% | $2,858-91.4% | $5,306-95.4% |