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 10-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 | $3,568 | $53,127-93.3% | $86,590-95.9% | $70,131-94.9% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 15.90% | 27.66%-11.8pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $337 | $2,068-83.7% | $2,839-88.1% | $2,342-85.6% |
| Participant deferral / active EE | $1,226 | $2,696-54.5% | $3,609-66.0% | $3,332-63.2% |
| Admin fee / account holder | $122 | $3,585-96.6% | $4,906-97.5% | $4,645-97.4% |