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 | $2,608 | $51,175-94.9% | $70,515-96.3% | $75,163-96.5% |
| Participation rate | 81.6% | 60.9%+20.6pp | 68.3%+13.2pp | 67.2%+14.4pp |
| Annual return | 105.14% | 30.02%+75.1pp | 32.77%+72.4pp | 160.62%-55.5pp |
| Employer contribution / active EE | $860 | $1,826-52.9% | $2,973-71.1% | $2,670-67.8% |
| Participant deferral / active EE | $2,096 | $2,849-26.4% | $4,567-54.1% | $4,125-49.2% |
| Admin fee / account holder | $73 | $4,091-98.2% | $6,412-98.9% | $5,651-98.7% |