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 | $3,068 | $80,717-96.2% | $154,803-98.0% | $84,808-96.4% |
| Participation rate | 86.1% | 66.8%+19.3pp | 78.1%+8.0pp | 68.3%+17.8pp |
| Annual return | 23.19% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $774 | $2,761-72.0% | $4,305-82.0% | $2,631-70.6% |
| Participant deferral / active EE | $900 | $3,303-72.7% | $5,540-83.7% | $4,212-78.6% |
| Admin fee / account holder | $71 | $6,746-98.9% | $14,329-99.5% | $7,344-99.0% |