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 5-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 | $3,998 | $71,050-94.4% | $93,606-95.7% | $80,856-95.1% |
| Participation rate | 86.2% | 60.4%+25.8pp | 68.7%+17.5pp | 67.6%+18.6pp |
| Annual return | 15.75% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $775 | $1,564-50.5% | $2,420-68.0% | $2,755-71.9% |
| Participant deferral / active EE | $1,794 | $4,034-55.5% | $4,411-59.3% | $4,296-58.2% |
| Admin fee / account holder | $232 | $6,945-96.7% | $8,285-97.2% | $6,918-96.6% |