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 3-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 | $4,681 | $80,724-94.2% | $103,333-95.5% | $74,495-93.7% |
| Participation rate | 86.6% | 65.7%+20.9pp | 74.5%+12.0pp | 67.2%+19.4pp |
| Annual return | 14.25% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,573 | $3,157+13.2% | $3,868-7.6% | $2,623+36.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $214 | $2,368-91.0% | $8,355-97.4% | $1,942-89.0% |