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 | $3,982 | $77,899-94.9% | $149,673-97.3% | $75,163-94.7% |
| Participation rate | 98.1% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 55.51% | 31.72%+23.8pp | 134.42%-78.9pp | 160.62%-105.1pp |
| Employer contribution / active EE | $1,332 | $3,137-57.5% | $4,818-72.4% | $2,670-50.1% |
| Participant deferral / active EE | $2,719 | $3,411-20.3% | $5,680-52.1% | $4,125-34.1% |
| Admin fee / account holder | $2 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |