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 | $4,526 | $47,479-90.5% | $62,929-92.8% | $82,448-94.5% |
| Participation rate | 77.8% | 66.9%+10.9pp | 73.1%+4.7pp | 68.1%+9.7pp |
| Annual return | 24.64% | 20.34%+4.3pp | 1063.93%-1039.3pp | 41.64%-17.0pp |
| Employer contribution / active EE | $381 | $1,885-79.8% | $2,505-84.8% | $2,551-85.0% |
| Participant deferral / active EE | $1,557 | $2,870-45.7% | $3,888-59.9% | $4,139-62.4% |
| Admin fee / account holder | $185 | $3,804-95.1% | $5,065-96.4% | $7,234-97.4% |