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 | $1,562 | $56,053-97.2% | $75,972-97.9% | $80,856-98.1% |
| Participation rate | 72.0% | 62.0%+10.0pp | 69.1%+2.9pp | 67.6%+4.4pp |
| Annual return | 19.55% | 20.53%-1.0pp | 359.55%-340.0pp | 35.59%-16.0pp |
| Employer contribution / active EE | $499 | $1,874-73.4% | $2,685-81.4% | $2,755-81.9% |
| Participant deferral / active EE | $1,240 | $3,052-59.4% | $4,255-70.9% | $4,296-71.1% |
| Admin fee / account holder | $63 | $5,234-98.8% | $6,467-99.0% | $6,918-99.1% |