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 | $3,805 | $91,552-95.8% | $133,956-97.2% | $79,858-95.2% |
| Participation rate | 94.6% | 73.3%+21.2pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | 21.33% | 61.85%-40.5pp | 45.09%-23.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,803 | $3,733-51.7% | $5,048-64.3% | $3,740-51.8% |
| Admin fee / account holder | $96 | $6,321-98.5% | $8,927-98.9% | $5,306-98.2% |