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 | $7,256 | $94,752-92.3% | $112,887-93.6% | $139,434-94.8% |
| Participation rate | 95.5% | 81.3%+14.2pp | 80.5%+14.9pp | 80.3%+15.1pp |
| Annual return | 34.67% | 40.88%-6.2pp | 34.10%+0.6pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,993 | $4,625-56.9% | $4,563-56.3% | $4,751-58.1% |
| Participant deferral / active EE | $3,152 | $6,512-51.6% | $6,513-51.6% | $6,710-53.0% |
| Admin fee / account holder | $112 | $8,527-98.7% | $7,047-98.4% | $11,403-99.0% |