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 | $7,344 | $104,251-93.0% | $91,001-91.9% | $147,584-95.0% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.6%+18.1pp | 82.8%+10.9pp |
| Annual return | 55.10% | 27.06%+28.0pp | 4.60%+50.5pp | 578.55%-523.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,426 | $4,195-66.0% | $3,547-59.8% | $5,439-73.8% |
| Admin fee / account holder | $25 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |