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 4-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 | $4,356 | $60,022-92.7% | $88,946-95.1% | $84,808-94.9% |
| Participation rate | 86.3% | 57.8%+28.4pp | 68.8%+17.4pp | 68.3%+18.0pp |
| Annual return | 20.92% | 22.43%-1.5pp | 57.82%-36.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $428 | $1,703-74.8% | $2,555-83.2% | $2,631-83.7% |
| Participant deferral / active EE | $835 | $3,114-73.2% | $4,581-81.8% | $4,212-80.2% |
| Admin fee / account holder | $231 | $4,811-95.2% | $8,261-97.2% | $7,344-96.9% |