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 7-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 | $4,558 | $136,179-96.7% | $98,755-95.4% | $167,490-97.3% |
| Participation rate | 82.4% | 70.2%+12.1pp | 65.7%+16.6pp | 82.1%+0.2pp |
| Annual return | 12.24% | 67.53%-55.3pp | 49.91%-37.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,353 | $3,716-63.6% | $3,035-55.4% | $6,341-78.7% |
| Admin fee / account holder | $159 | $5,031-96.8% | $4,076-96.1% | $12,309-98.7% |