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 5-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 | $2,415 | $48,230-95.0% | $67,502-96.4% | $80,856-97.0% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 12.71% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $924 | $2,924-68.4% | $4,000-76.9% | $4,296-78.5% |
| Admin fee / account holder | $62 | $3,681-98.3% | $3,998-98.5% | $6,918-99.1% |