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 | $1,784 | $56,053-96.8% | $75,972-97.7% | $80,856-97.8% |
| Participation rate | 77.1% | 62.0%+15.1pp | 69.1%+8.0pp | 67.6%+9.4pp |
| Annual return | 26.78% | 20.53%+6.2pp | 359.55%-332.8pp | 35.59%-8.8pp |
| Employer contribution / active EE | $619 | $1,874-67.0% | $2,685-76.9% | $2,755-77.5% |
| Participant deferral / active EE | $1,140 | $3,052-62.6% | $4,255-73.2% | $4,296-73.5% |
| Admin fee / account holder | $202 | $5,234-96.1% | $6,467-96.9% | $6,918-97.1% |