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 | $80,717-95.6% | $154,803-97.7% | $84,808-95.8% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.0pp | 68.3%+12.8pp |
| Annual return | 26.52% | 37.96%-11.4pp | 58.88%-32.4pp | 40.90%-14.4pp |
| Employer contribution / active EE | $510 | $2,761-81.5% | $4,305-88.1% | $2,631-80.6% |
| Participant deferral / active EE | $1,079 | $3,303-67.3% | $5,540-80.5% | $4,212-74.4% |
| Admin fee / account holder | $52 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |