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 | $7,263 | $117,983-93.8% | $101,794-92.9% | $142,382-94.9% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 20.72% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $643 | $2,773-76.8% | $2,289-71.9% | $4,299-85.0% |
| Participant deferral / active EE | $2,150 | $4,714-54.4% | $4,084-47.4% | $6,507-67.0% |
| Admin fee / account holder | $138 | $10,433-98.7% | $8,777-98.4% | $12,624-98.9% |