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 3-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 | $3,481 | $117,983-97.0% | $101,794-96.6% | $142,382-97.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 34.95% | 36.92%-2.0pp | 30.53%+4.4pp | 217.08%-182.1pp |
| Employer contribution / active EE | $820 | $2,773-70.4% | $2,289-64.2% | $4,299-80.9% |
| Participant deferral / active EE | $1,721 | $4,714-63.5% | $4,084-57.9% | $6,507-73.5% |
| Admin fee / account holder | $6 | $10,433-99.9% | $8,777-99.9% | $12,624-100.0% |