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 | $2,839 | $91,190-96.9% | $178,490-98.4% | $79,858-96.4% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 41.58% | 24.19%+17.4pp | 151.07%-109.5pp | 31.71%+9.9pp |
| Employer contribution / active EE | $1,084 | $3,256-66.7% | $5,011-78.4% | $2,471-56.1% |
| Participant deferral / active EE | $1,227 | $3,236-62.1% | $5,202-76.4% | $3,740-67.2% |
| Admin fee / account holder | $86 | $6,751-98.7% | $13,984-99.4% | $5,306-98.4% |