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 | $4,467 | $80,717-94.5% | $154,803-97.1% | $84,808-94.7% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.8pp | 68.3%+25.6pp |
| Annual return | 23.02% | 37.96%-14.9pp | 58.88%-35.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,536 | $3,303-53.5% | $5,540-72.3% | $4,212-63.5% |
| Admin fee / account holder | $35 | $6,746-99.5% | $14,329-99.8% | $7,344-99.5% |