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 6-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 | $2,437 | $110,261-97.8% | $95,745-97.5% | $139,434-98.3% |
| Participation rate | 84.6% | 75.8%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 13.03% | 27.11%-14.1pp | 28.35%-15.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,039 | $4,676-77.8% | $4,245-75.5% | $6,710-84.5% |
| Admin fee / account holder | $139 | $6,613-97.9% | $5,678-97.5% | $11,403-98.8% |