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 | $14,709 | $73,787-80.1% | $98,716-85.1% | $82,448-82.2% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.3%+6.7pp | 68.1%+7.9pp |
| Annual return | 23.57% | 18.57%+5.0pp | 31.81%-8.2pp | 41.64%-18.1pp |
| Employer contribution / active EE | $385 | $1,511-74.5% | $2,279-83.1% | $2,551-84.9% |
| Participant deferral / active EE | $1,735 | $3,081-43.7% | $4,048-57.1% | $4,139-58.1% |
| Admin fee / account holder | $8 | $6,500-99.9% | $8,703-99.9% | $7,234-99.9% |