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 | $3,135 | $80,717-96.1% | $154,803-98.0% | $84,808-96.3% |
| Participation rate | 78.0% | 66.8%+11.2pp | 78.1%-0.1pp | 68.3%+9.7pp |
| Annual return | 24.36% | 37.96%-13.6pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $693 | $2,761-74.9% | $4,305-83.9% | $2,631-73.7% |
| Participant deferral / active EE | $1,046 | $3,303-68.3% | $5,540-81.1% | $4,212-75.2% |
| Admin fee / account holder | $102 | $6,746-98.5% | $14,329-99.3% | $7,344-98.6% |