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 6-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 | $2,057 | $51,175-96.0% | $70,515-97.1% | $75,163-97.3% |
| Participation rate | 76.6% | 60.9%+15.6pp | 68.3%+8.2pp | 67.2%+9.4pp |
| Annual return | 26.35% | 30.02%-3.7pp | 32.77%-6.4pp | 160.62%-134.3pp |
| Employer contribution / active EE | $706 | $1,826-61.3% | $2,973-76.3% | $2,670-73.6% |
| Participant deferral / active EE | $986 | $2,849-65.4% | $4,567-78.4% | $4,125-76.1% |
| Admin fee / account holder | $150 | $4,091-96.3% | $6,412-97.7% | $5,651-97.3% |