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 | $1,199 | $29,319-95.9% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 92.0% | 46.9%+45.1pp | 55.6%+36.4pp | 68.1%+23.9pp |
| Annual return | 18.40% | 535.20%-516.8pp | 302.12%-283.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $777 | $1,171-33.7% | $1,790-56.6% | $4,139-81.2% |
| Admin fee / account holder | $278 | $1,962-85.8% | $2,495-88.9% | $7,234-96.2% |