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 | $10,908 | $89,753-87.8% | $107,525-89.9% | $84,808-87.1% |
| Participation rate | 85.9% | 68.1%+17.9pp | 75.1%+10.8pp | 68.3%+17.6pp |
| Annual return | 43.38% | 29.48%+13.9pp | 181.32%-137.9pp | 40.90%+2.5pp |
| Employer contribution / active EE | $1,510 | $3,113-51.5% | $3,754-59.8% | $2,631-42.6% |
| Participant deferral / active EE | $3,008 | $4,056-25.8% | $5,116-41.2% | $4,212-28.6% |
| Admin fee / account holder | $203 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |