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 3-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 | $3,579 | $58,208-93.9% | $81,812-95.6% | $80,856-95.6% |
| Participation rate | 91.7% | 63.4%+28.3pp | 72.3%+19.3pp | 67.6%+24.0pp |
| Annual return | 21.25% | 41.66%-20.4pp | 773.79%-752.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $909 | $2,340-61.2% | $2,912-68.8% | $2,755-67.0% |
| Participant deferral / active EE | $1,723 | $3,281-47.5% | $4,319-60.1% | $4,296-59.9% |
| Admin fee / account holder | $201 | $4,981-96.0% | $7,386-97.3% | $6,918-97.1% |