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 | $1,839 | $27,839-93.4% | $58,482-96.9% | $71,457-97.4% |
| Participation rate | 83.0% | 34.5%+48.5pp | 50.9%+32.2pp | 67.9%+15.1pp |
| Annual return | 32.50% | 26.81%+5.7pp | 4239.32%-4206.8pp | 28.85%+3.7pp |
| Employer contribution / active EE | $276 | $631-56.2% | $1,053-73.8% | $2,588-89.3% |
| Participant deferral / active EE | $933 | $1,206-22.7% | $1,924-51.5% | $4,289-78.3% |
| Admin fee / account holder | $269 | $1,641-83.6% | $2,516-89.3% | $1,587-83.0% |