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 | $3,300 | $81,947-96.0% | $105,387-96.9% | $72,985-95.5% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.6%+11.8pp | 69.5%+24.9pp |
| Annual return | 79.61% | 42.90%+36.7pp | 26.82%+52.8pp | 81.00%-1.4pp |
| Employer contribution / active EE | $960 | $3,468-72.3% | $4,213-77.2% | $2,440-60.6% |
| Participant deferral / active EE | $2,161 | $4,494-51.9% | $5,502-60.7% | $3,607-40.1% |
| Admin fee / account holder | $87 | $6,258-98.6% | $6,559-98.7% | $5,124-98.3% |