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 | $4,729 | $85,022-94.4% | $70,515-93.3% | $139,434-96.6% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 34.51% | 30.38%+4.1pp | 32.77%+1.7pp | 372.94%-338.4pp |
| Employer contribution / active EE | $1,143 | $3,909-70.8% | $2,973-61.5% | $4,751-75.9% |
| Participant deferral / active EE | $2,085 | $5,890-64.6% | $4,567-54.3% | $6,710-68.9% |
| Admin fee / account holder | $243 | $8,906-97.3% | $6,412-96.2% | $11,403-97.9% |