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 | $3,217 | $116,167-97.2% | $64,489-95.0% | $137,256-97.7% |
| Participation rate | 87.5% | 68.2%+19.3pp | 67.7%+19.8pp | 80.0%+7.5pp |
| Annual return | 23.43% | 36.55%-13.1pp | 55.03%-31.6pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,095 | $4,215-74.0% | $2,778-60.6% | $6,407-82.9% |
| Admin fee / account holder | $283 | $6,188-95.4% | $4,260-93.4% | $12,270-97.7% |