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 | $4,374 | $89,355-95.1% | $141,162-96.9% | $72,985-94.0% |
| Participation rate | 75.4% | 75.1%+0.3pp | 82.5%-7.1pp | 69.5%+5.9pp |
| Annual return | 122.20% | 111.85%+10.4pp | 71.39%+50.8pp | 81.00%+41.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,314 | $5,418-38.8% | $6,709-50.6% | $3,607-8.1% |
| Admin fee / account holder | $199 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |