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 | $2,329 | $27,839-91.6% | $58,482-96.0% | $71,457-96.7% |
| Participation rate | 78.1% | 34.5%+43.5pp | 50.9%+27.2pp | 67.9%+10.2pp |
| Annual return | 44.11% | 26.81%+17.3pp | 4239.32%-4195.2pp | 28.85%+15.3pp |
| Employer contribution / active EE | $479 | $631-24.0% | $1,053-54.5% | $2,588-81.5% |
| Participant deferral / active EE | $814 | $1,206-32.5% | $1,924-57.7% | $4,289-81.0% |
| Admin fee / account holder | $21 | $1,641-98.7% | $2,516-99.2% | $1,587-98.7% |