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 | $1,884 | $56,053-96.6% | $75,972-97.5% | $80,856-97.7% |
| Participation rate | 81.0% | 62.0%+19.0pp | 69.1%+12.0pp | 67.6%+13.4pp |
| Annual return | 36.54% | 20.53%+16.0pp | 359.55%-323.0pp | 35.59%+0.9pp |
| Employer contribution / active EE | $472 | $1,874-74.8% | $2,685-82.4% | $2,755-82.9% |
| Participant deferral / active EE | $1,065 | $3,052-65.1% | $4,255-75.0% | $4,296-75.2% |
| Admin fee / account holder | $86 | $5,234-98.4% | $6,467-98.7% | $6,918-98.8% |