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 | $1,512 | $54,705-97.2% | $71,209-97.9% | $84,808-98.2% |
| Participation rate | 88.7% | 64.1%+24.7pp | 73.8%+15.0pp | 68.3%+20.4pp |
| Annual return | 74.36% | 35.90%+38.5pp | 282.51%-208.1pp | 40.90%+33.5pp |
| Employer contribution / active EE | $623 | $2,158-71.1% | $2,721-77.1% | $2,631-76.3% |
| Participant deferral / active EE | $805 | $3,030-73.4% | $4,175-80.7% | $4,212-80.9% |
| Admin fee / account holder | $69 | $4,863-98.6% | $5,349-98.7% | $7,344-99.1% |