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 | $1,814 | $51,175-96.5% | $70,515-97.4% | $75,163-97.6% |
| Participation rate | 80.9% | 60.9%+19.9pp | 68.3%+12.5pp | 67.2%+13.7pp |
| Annual return | 33.31% | 30.02%+3.3pp | 32.77%+0.5pp | 160.62%-127.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,196 | $2,849-58.0% | $4,567-73.8% | $4,125-71.0% |
| Admin fee / account holder | $231 | $4,091-94.4% | $6,412-96.4% | $5,651-95.9% |