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 | $2,000 | $101,618-98.0% | $93,063-97.9% | $137,256-98.5% |
| Participation rate | 94.4% | 74.9%+19.5pp | 72.1%+22.3pp | 80.0%+14.5pp |
| Annual return | 28.55% | 223.95%-195.4pp | 34.15%-5.6pp | 220.34%-191.8pp |
| Employer contribution / active EE | $897 | $2,707-66.9% | $2,476-63.8% | $4,156-78.4% |
| Participant deferral / active EE | $872 | $4,279-79.6% | $3,958-78.0% | $6,407-86.4% |
| Admin fee / account holder | $179 | $6,198-97.1% | $6,033-97.0% | $12,270-98.5% |