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 | $2,603 | $48,795-94.7% | $65,493-96.0% | $84,808-96.9% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 18.76% | 20.20%-1.4pp | 982.45%-963.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $927 | $2,928-68.4% | $3,961-76.6% | $4,212-78.0% |
| Admin fee / account holder | $90 | $3,877-97.7% | $5,028-98.2% | $7,344-98.8% |