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 | $3,332 | $76,407-95.6% | $150,298-97.8% | $82,448-96.0% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.2pp | 68.1%+14.9pp |
| Annual return | 26.05% | 39.99%-13.9pp | 62.79%-36.7pp | 41.64%-15.6pp |
| Employer contribution / active EE | $827 | $2,614-68.3% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $1,540 | $3,214-52.1% | $5,453-71.8% | $4,139-62.8% |
| Admin fee / account holder | $27 | $6,352-99.6% | $14,116-99.8% | $7,234-99.6% |