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 | $3,393 | $53,516-93.7% | $126,539-97.3% | $84,808-96.0% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 31.45% | 58.34%-26.9pp | 425.95%-394.5pp | 40.90%-9.5pp |
| Employer contribution / active EE | $600 | $1,535-60.9% | $3,674-83.7% | $2,631-77.2% |
| Participant deferral / active EE | $727 | $2,671-72.8% | $4,083-82.2% | $4,212-82.7% |
| Admin fee / account holder | $74 | $4,497-98.4% | $6,065-98.8% | $7,344-99.0% |