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 | $2,807 | $51,175-94.5% | $70,515-96.0% | $75,163-96.3% |
| Participation rate | 91.2% | 60.9%+30.2pp | 68.3%+22.8pp | 67.2%+24.0pp |
| Annual return | 24.86% | 30.02%-5.2pp | 32.77%-7.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $684 | $1,826-62.6% | $2,973-77.0% | $2,670-74.4% |
| Participant deferral / active EE | $1,289 | $2,849-54.8% | $4,567-71.8% | $4,125-68.7% |
| Admin fee / account holder | $225 | $4,091-94.5% | $6,412-96.5% | $5,651-96.0% |