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 | $3,573 | $76,407-95.3% | $150,298-97.6% | $82,448-95.7% |
| Participation rate | 81.1% | 66.4%+14.7pp | 77.8%+3.3pp | 68.1%+13.0pp |
| Annual return | 26.52% | 39.99%-13.5pp | 62.79%-36.3pp | 41.64%-15.1pp |
| Employer contribution / active EE | $510 | $2,614-80.5% | $4,154-87.7% | $2,551-80.0% |
| Participant deferral / active EE | $1,079 | $3,214-66.4% | $5,453-80.2% | $4,139-73.9% |
| Admin fee / account holder | $52 | $6,352-99.2% | $14,116-99.6% | $7,234-99.3% |