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 | $6,042 | $81,248-92.6% | $155,509-96.1% | $80,856-92.5% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.4pp | 67.6%+21.0pp |
| Annual return | 14.41% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,055 | $3,452-11.5% | $5,626-45.7% | $4,296-28.9% |
| Admin fee / account holder | $154 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |