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 | $3,737 | $118,427-96.8% | $66,042-94.3% | $142,382-97.4% |
| Participation rate | 73.9% | 68.1%+5.8pp | 67.5%+6.4pp | 80.1%-6.2pp |
| Annual return | 25.68% | 35.57%-9.9pp | 52.11%-26.4pp | 217.08%-191.4pp |
| Employer contribution / active EE | $838 | $2,570-67.4% | $1,579-46.9% | $4,299-80.5% |
| Participant deferral / active EE | $874 | $4,311-79.7% | $2,835-69.2% | $6,507-86.6% |
| Admin fee / account holder | $214 | $9,593-97.8% | $5,747-96.3% | $12,624-98.3% |