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 5-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 | $5,268 | $95,561-94.5% | $77,163-93.2% | $139,434-96.2% |
| Participation rate | 94.4% | 73.9%+20.5pp | 69.6%+24.9pp | 80.3%+14.1pp |
| Annual return | 25.51% | 54.92%-29.4pp | 37.87%-12.4pp | 372.94%-347.4pp |
| Employer contribution / active EE | $503 | $3,147-84.0% | $2,535-80.1% | $4,751-89.4% |
| Participant deferral / active EE | $2,476 | $4,624-46.5% | $3,833-35.4% | $6,710-63.1% |
| Admin fee / account holder | $18 | $8,295-99.8% | $5,472-99.7% | $11,403-99.8% |