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 | $1,911 | $60,892-96.9% | $82,389-97.7% | $84,808-97.7% |
| Participation rate | 72.1% | 63.3%+8.8pp | 69.5%+2.5pp | 68.3%+3.8pp |
| Annual return | 32.88% | 37.29%-4.4pp | 28.67%+4.2pp | 40.90%-8.0pp |
| Employer contribution / active EE | $691 | $1,779-61.2% | $2,517-72.6% | $2,631-73.7% |
| Participant deferral / active EE | $1,483 | $3,179-53.3% | $4,155-64.3% | $4,212-64.8% |
| Admin fee / account holder | $145 | $5,467-97.3% | $7,231-98.0% | $7,344-98.0% |