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 10-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 | $4,735 | $56,114-91.6% | $96,139-95.1% | $85,850-94.5% |
| Participation rate | 82.8% | 56.7%+26.0pp | 68.4%+14.3pp | 69.3%+13.4pp |
| Annual return | 18.71% | 42.30%-23.6pp | 191.94%-173.2pp | 318.53%-299.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,605 | $2,859-43.9% | $4,349-63.1% | $3,952-59.4% |
| Admin fee / account holder | $18 | $3,768-99.5% | $5,537-99.7% | $6,260-99.7% |