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 | $52,353-93.5% | $120,225-97.2% | $82,448-95.9% |
| Participation rate | 87.5% | 58.3%+29.2pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 31.45% | 61.85%-30.4pp | 439.23%-407.8pp | 41.64%-10.2pp |
| Employer contribution / active EE | $600 | $1,510-60.2% | $3,475-82.7% | $2,551-76.5% |
| Participant deferral / active EE | $727 | $2,627-72.3% | $3,999-81.8% | $4,139-82.4% |
| Admin fee / account holder | $74 | $4,363-98.3% | $5,696-98.7% | $7,234-99.0% |