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 | $4,735 | $74,927-93.7% | $101,794-95.3% | $84,808-94.4% |
| Participation rate | 89.6% | 61.4%+28.1pp | 69.2%+20.4pp | 68.3%+21.2pp |
| Annual return | 23.18% | 18.70%+4.5pp | 30.53%-7.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,489 | $3,099-52.0% | $4,084-63.5% | $4,212-64.6% |
| Admin fee / account holder | $173 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |