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 8-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 | $5,342 | $49,922-89.3% | $80,569-93.4% | $75,163-92.9% |
| Participation rate | 94.6% | 55.3%+39.3pp | 67.0%+27.6pp | 67.2%+27.5pp |
| Annual return | 18.22% | 34.69%-16.5pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,304 | $2,990-23.0% | $4,447-48.2% | $4,125-44.2% |
| Admin fee / account holder | $207 | $3,577-94.2% | $5,377-96.1% | $5,651-96.3% |