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 4-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 | $3,247 | $56,053-94.2% | $75,972-95.7% | $80,856-96.0% |
| Participation rate | 90.1% | 62.0%+28.1pp | 69.1%+21.1pp | 67.6%+22.5pp |
| Annual return | 21.98% | 20.53%+1.4pp | 359.55%-337.6pp | 35.59%-13.6pp |
| Employer contribution / active EE | $476 | $1,874-74.6% | $2,685-82.3% | $2,755-82.7% |
| Participant deferral / active EE | $1,043 | $3,052-65.8% | $4,255-75.5% | $4,296-75.7% |
| Admin fee / account holder | $286 | $5,234-94.5% | $6,467-95.6% | $6,918-95.9% |