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 | $104,974-98.1% | $95,585-97.9% | $142,382-98.6% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 28.55% | 210.33%-181.8pp | 38.56%-10.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $897 | $2,779-67.7% | $2,527-64.5% | $4,299-79.1% |
| Participant deferral / active EE | $872 | $4,352-80.0% | $4,023-78.3% | $6,507-86.6% |
| Admin fee / account holder | $179 | $6,386-97.2% | $6,127-97.1% | $12,624-98.6% |