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 | $2,317 | $104,974-97.8% | $95,585-97.6% | $142,382-98.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 29.72% | 210.33%-180.6pp | 38.56%-8.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,462 | $4,352-66.4% | $4,023-63.7% | $6,507-77.5% |
| Admin fee / account holder | $240 | $6,386-96.2% | $6,127-96.1% | $12,624-98.1% |