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 | $3,873 | $69,207-94.4% | $64,056-94.0% | $139,434-97.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 41.55% | 45.88%-4.3pp | 33.69%+7.9pp | 372.94%-331.4pp |
| Employer contribution / active EE | $492 | $3,182-84.5% | $2,747-82.1% | $4,751-89.6% |
| Participant deferral / active EE | $1,511 | $4,682-67.7% | $3,880-61.1% | $6,710-77.5% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |