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 5-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 | $2,734 | $81,248-96.6% | $155,509-98.2% | $80,856-96.6% |
| Participation rate | 88.7% | 66.2%+22.5pp | 78.2%+10.5pp | 67.6%+21.1pp |
| Annual return | 15.29% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,275 | $3,452-63.1% | $5,626-77.3% | $4,296-70.3% |
| Admin fee / account holder | $204 | $7,997-97.4% | $15,912-98.7% | $6,918-97.0% |