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 4-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 | $3,836 | $77,314-95.0% | $177,989-97.8% | $80,856-95.3% |
| Participation rate | 90.5% | 65.7%+24.8pp | 77.1%+13.4pp | 67.6%+22.8pp |
| Annual return | 12.70% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,683 | $4,411-61.8% | $6,276-73.2% | $4,296-60.8% |
| Admin fee / account holder | $167 | $7,191-97.7% | $10,363-98.4% | $6,918-97.6% |