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 4-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 | $2,352 | $46,553-94.9% | $64,056-96.3% | $75,163-96.9% |
| Participation rate | 79.1% | 65.9%+13.1pp | 72.3%+6.8pp | 67.2%+11.9pp |
| Annual return | 25.50% | 26.03%-0.5pp | 33.69%-8.2pp | 160.62%-135.1pp |
| Employer contribution / active EE | $442 | $1,974-77.6% | $2,747-83.9% | $2,670-83.4% |
| Participant deferral / active EE | $1,083 | $2,837-61.8% | $3,880-72.1% | $4,125-73.7% |
| Admin fee / account holder | $43 | $2,952-98.5% | $3,068-98.6% | $5,651-99.2% |