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 | $6,853 | $110,261-93.8% | $95,745-92.8% | $139,434-95.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.71% | 27.11%-0.4pp | 28.35%-1.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,529 | $3,257-53.1% | $2,835-46.1% | $4,751-67.8% |
| Participant deferral / active EE | $3,115 | $4,676-33.4% | $4,245-26.6% | $6,710-53.6% |
| Admin fee / account holder | $71 | $6,613-98.9% | $5,678-98.8% | $11,403-99.4% |