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 | $3,194 | $102,245-96.9% | $89,340-96.4% | $137,256-97.7% |
| Participation rate | 81.8% | 74.9%+6.9pp | 69.6%+12.3pp | 80.0%+1.9pp |
| Annual return | 11.45% | 21.89%-10.4pp | 20.57%-9.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,735 | $4,436-60.9% | $3,823-54.6% | $6,407-72.9% |
| Admin fee / account holder | $287 | $8,085-96.5% | $6,704-95.7% | $12,270-97.7% |