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 | $4,487 | $81,248-94.5% | $155,509-97.1% | $80,856-94.5% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 40.02% | 33.31%+6.7pp | 64.67%-24.6pp | 35.59%+4.4pp |
| Employer contribution / active EE | $829 | $3,100-73.2% | $4,672-82.2% | $2,755-69.9% |
| Participant deferral / active EE | $2,371 | $3,452-31.3% | $5,626-57.9% | $4,296-44.8% |
| Admin fee / account holder | $234 | $7,997-97.1% | $15,912-98.5% | $6,918-96.6% |