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 | $2,973 | $51,175-94.2% | $70,515-95.8% | $75,163-96.0% |
| Participation rate | 95.7% | 60.9%+34.8pp | 68.3%+27.4pp | 67.2%+28.5pp |
| Annual return | 21.14% | 30.02%-8.9pp | 32.77%-11.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,788 | $2,849-37.3% | $4,567-60.9% | $4,125-56.7% |
| Admin fee / account holder | $212 | $4,091-94.8% | $6,412-96.7% | $5,651-96.3% |