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 | $1,917 | $54,705-96.5% | $71,209-97.3% | $84,808-97.7% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 42.98% | 35.90%+7.1pp | 282.51%-239.5pp | 40.90%+2.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,173 | $3,030-61.3% | $4,175-71.9% | $4,212-72.2% |
| Admin fee / account holder | $14 | $4,863-99.7% | $5,349-99.7% | $7,344-99.8% |