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 | $3,205 | $110,261-97.1% | $95,745-96.7% | $139,434-97.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 85.75% | 27.11%+58.6pp | 28.35%+57.4pp | 372.94%-287.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,694 | $4,676-42.4% | $4,245-36.5% | $6,710-59.8% |
| Admin fee / account holder | $50 | $6,613-99.2% | $5,678-99.1% | $11,403-99.6% |