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 | $4,110 | $64,839-93.7% | $95,585-95.7% | $84,808-95.2% |
| Participation rate | 75.6% | 63.8%+11.8pp | 72.1%+3.5pp | 68.3%+7.3pp |
| Annual return | 20.26% | -670.96%+691.2pp | 38.56%-18.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $972 | $2,965-67.2% | $4,023-75.8% | $4,212-76.9% |
| Admin fee / account holder | $233 | $5,964-96.1% | $6,127-96.2% | $7,344-96.8% |