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 | $4,736 | $99,877-95.3% | $84,966-94.4% | $145,922-96.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 19.73% | 83.76%-64.0pp | 66.38%-46.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,167 | $3,231-63.9% | $2,727-57.2% | $4,660-75.0% |
| Participant deferral / active EE | $1,713 | $5,291-67.6% | $4,519-62.1% | $6,688-74.4% |
| Admin fee / account holder | $36 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |