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 | $5,801 | $52,353-88.9% | $120,225-95.2% | $82,448-93.0% |
| Participation rate | 77.8% | 58.3%+19.5pp | 69.6%+8.2pp | 68.1%+9.7pp |
| Annual return | 20.83% | 61.85%-41.0pp | 439.23%-418.4pp | 41.64%-20.8pp |
| Employer contribution / active EE | $460 | $1,510-69.5% | $3,475-86.8% | $2,551-82.0% |
| Participant deferral / active EE | $1,694 | $2,627-35.5% | $3,999-57.6% | $4,139-59.1% |
| Admin fee / account holder | $149 | $4,363-96.6% | $5,696-97.4% | $7,234-97.9% |