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 | $3,219 | $63,346-94.9% | $92,233-96.5% | $70,131-95.4% |
| Participation rate | 87.9% | 68.7%+19.2pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 20.12% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,837 | $2,471-25.7% | $3,679-50.1% | $2,342-21.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $74 | $3,840-98.1% | $5,194-98.6% | $4,645-98.4% |