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 | $3,692 | $104,974-96.5% | $95,585-96.1% | $142,382-97.4% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 25.11% | 210.33%-185.2pp | 38.56%-13.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,232 | $4,352-71.7% | $4,023-69.4% | $6,507-81.1% |
| Admin fee / account holder | $27 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |