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 | $3,279 | $77,899-95.8% | $149,673-97.8% | $75,163-95.6% |
| Participation rate | 87.1% | 65.6%+21.6pp | 78.8%+8.4pp | 67.2%+20.0pp |
| Annual return | 30.77% | 31.72%-0.9pp | 134.42%-103.6pp | 160.62%-129.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,048 | $3,411-40.0% | $5,680-63.9% | $4,125-50.4% |
| Admin fee / account holder | $197 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |