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 | $57,590-92.9% | $86,233-95.3% | $82,448-95.0% |
| Participation rate | 72.5% | 57.9%+14.6pp | 69.0%+3.5pp | 68.1%+4.4pp |
| Annual return | 21.78% | 22.41%-0.6pp | 61.39%-39.6pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $955 | $3,080-69.0% | $4,559-79.1% | $4,139-76.9% |
| Admin fee / account holder | $290 | $4,730-93.9% | $8,342-96.5% | $7,234-96.0% |