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 4-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 | $3,195 | $69,207-95.4% | $64,056-95.0% | $139,434-97.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 49.18% | 45.88%+3.3pp | 33.69%+15.5pp | 372.94%-323.8pp |
| Employer contribution / active EE | $681 | $3,182-78.6% | $2,747-75.2% | $4,751-85.7% |
| Participant deferral / active EE | $1,824 | $4,682-61.0% | $3,880-53.0% | $6,710-72.8% |
| Admin fee / account holder | $294 | $4,244-93.1% | $3,068-90.4% | $11,403-97.4% |