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 6-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 | $3,769 | $96,635-96.1% | $86,612-95.6% | $139,434-97.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.08% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $661 | $3,263-79.7% | $3,022-78.1% | $4,751-86.1% |
| Participant deferral / active EE | $1,014 | $4,836-79.0% | $4,438-77.1% | $6,710-84.9% |
| Admin fee / account holder | $40 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |