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 | $3,410 | $177,572-98.1% | $154,803-97.8% | $142,382-97.6% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 32.07% | 65.07%-33.0pp | 58.88%-26.8pp | 217.08%-185.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,942 | $6,272-69.0% | $5,540-64.9% | $6,507-70.2% |
| Admin fee / account holder | $209 | $16,786-98.8% | $14,329-98.5% | $12,624-98.3% |