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 | $5,298 | $87,013-93.9% | $106,213-95.0% | $80,856-93.4% |
| Participation rate | 93.2% | 70.4%+22.7pp | 75.3%+17.9pp | 67.6%+25.5pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,919 | $2,395-19.9% | $3,171-39.5% | $2,755-30.3% |
| Participant deferral / active EE | $2,067 | $3,986-48.1% | $5,016-58.8% | $4,296-51.9% |
| Admin fee / account holder | $259 | $8,431-96.9% | $11,033-97.7% | $6,918-96.3% |