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 | $3,653 | $80,717-95.5% | $154,803-97.6% | $84,808-95.7% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 79.21% | 37.96%+41.3pp | 58.88%+20.3pp | 40.90%+38.3pp |
| Employer contribution / active EE | $996 | $2,761-63.9% | $4,305-76.9% | $2,631-62.1% |
| Participant deferral / active EE | $2,036 | $3,303-38.4% | $5,540-63.3% | $4,212-51.7% |
| Admin fee / account holder | $130 | $6,746-98.1% | $14,329-99.1% | $7,344-98.2% |