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 | $1,496 | $56,053-97.3% | $75,972-98.0% | $80,856-98.2% |
| Participation rate | 79.4% | 62.0%+17.3pp | 69.1%+10.3pp | 67.6%+11.7pp |
| Annual return | 17.06% | 20.53%-3.5pp | 359.55%-342.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $552 | $1,874-70.5% | $2,685-79.4% | $2,755-80.0% |
| Participant deferral / active EE | $1,112 | $3,052-63.6% | $4,255-73.9% | $4,296-74.1% |
| Admin fee / account holder | $130 | $5,234-97.5% | $6,467-98.0% | $6,918-98.1% |