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 | $7,732 | $112,729-93.1% | $98,716-92.2% | $137,256-94.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 20.93% | 38.48%-17.5pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $627 | $2,725-77.0% | $2,279-72.5% | $4,156-84.9% |
| Participant deferral / active EE | $1,283 | $4,640-72.3% | $4,048-68.3% | $6,407-80.0% |
| Admin fee / account holder | $26 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |