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 | $5,270 | $80,717-93.5% | $154,803-96.6% | $84,808-93.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 28.51% | 37.96%-9.5pp | 58.88%-30.4pp | 40.90%-12.4pp |
| Employer contribution / active EE | $489 | $2,761-82.3% | $4,305-88.6% | $2,631-81.4% |
| Participant deferral / active EE | $1,146 | $3,303-65.3% | $5,540-79.3% | $4,212-72.8% |
| Admin fee / account holder | $256 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |