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 6-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 | $2,676 | $77,899-96.6% | $149,673-98.2% | $75,163-96.4% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 19.58% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $626 | $3,137-80.0% | $4,818-87.0% | $2,670-76.6% |
| Participant deferral / active EE | $1,439 | $3,411-57.8% | $5,680-74.7% | $4,125-65.1% |
| Admin fee / account holder | $225 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |