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 | $3,008 | $53,516-94.4% | $126,539-97.6% | $84,808-96.5% |
| Participation rate | 77.5% | 58.2%+19.3pp | 69.8%+7.7pp | 68.3%+9.2pp |
| Annual return | 24.47% | 58.34%-33.9pp | 425.95%-401.5pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,234 | $2,671-53.8% | $4,083-69.8% | $4,212-70.7% |
| Admin fee / account holder | $85 | $4,497-98.1% | $6,065-98.6% | $7,344-98.8% |