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 6-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 | $3,609 | $46,553-92.2% | $64,056-94.4% | $75,163-95.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.55% | 26.03%-5.5pp | 33.69%-13.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $501 | $1,974-74.6% | $2,747-81.8% | $2,670-81.2% |
| Participant deferral / active EE | $1,792 | $2,837-36.8% | $3,880-53.8% | $4,125-56.6% |
| Admin fee / account holder | $86 | $2,952-97.1% | $3,068-97.2% | $5,651-98.5% |