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 | $53,516-89.2% | $126,539-95.4% | $84,808-93.2% |
| Participation rate | 77.8% | 58.2%+19.5pp | 69.8%+8.0pp | 68.3%+9.5pp |
| Annual return | 20.83% | 58.34%-37.5pp | 425.95%-405.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $460 | $1,535-70.0% | $3,674-87.5% | $2,631-82.5% |
| Participant deferral / active EE | $1,694 | $2,671-36.6% | $4,083-58.5% | $4,212-59.8% |
| Admin fee / account holder | $149 | $4,497-96.7% | $6,065-97.5% | $7,344-98.0% |