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 | $80,717-93.1% | $154,803-96.4% | $84,808-93.4% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 20.27% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,264 | $3,303-61.7% | $5,540-77.2% | $4,212-70.0% |
| Admin fee / account holder | $197 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |