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 | $5,584 | $76,407-92.7% | $150,298-96.3% | $82,448-93.2% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 20.27% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,264 | $3,214-60.7% | $5,453-76.8% | $4,139-69.5% |
| Admin fee / account holder | $197 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |