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 | $5,398 | $71,050-92.4% | $93,606-94.2% | $80,856-93.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.6%+28.4pp |
| Annual return | 11.62% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $500 | $1,564-68.0% | $2,420-79.3% | $2,755-81.8% |
| Participant deferral / active EE | $1,986 | $4,034-50.8% | $4,411-55.0% | $4,296-53.8% |
| Admin fee / account holder | $248 | $6,945-96.4% | $8,285-97.0% | $6,918-96.4% |