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 | $5,054 | $58,234-91.3% | $81,783-93.8% | $80,874-93.8% |
| Participation rate | 74.2% | 63.4%+10.8pp | 72.4%+1.8pp | 67.6%+6.5pp |
| Annual return | 15.10% | 41.70%-26.6pp | 775.05%-760.0pp | 35.62%-20.5pp |
| Employer contribution / active EE | $851 | $2,341-63.7% | $2,913-70.8% | $2,756-69.1% |
| Participant deferral / active EE | $1,178 | $3,283-64.1% | $4,320-72.7% | $4,297-72.6% |
| Admin fee / account holder | $123 | $4,982-97.5% | $7,380-98.3% | $6,935-98.2% |