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 | $4,095 | $60,022-93.2% | $88,946-95.4% | $84,808-95.2% |
| Participation rate | 72.5% | 57.8%+14.7pp | 68.8%+3.7pp | 68.3%+4.2pp |
| Annual return | 21.78% | 22.43%-0.6pp | 57.82%-36.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $955 | $3,114-69.3% | $4,581-79.2% | $4,212-77.3% |
| Admin fee / account holder | $290 | $4,811-94.0% | $8,261-96.5% | $7,344-96.0% |