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 9-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 | $5,955 | $135,952-95.6% | $123,892-95.2% | $273,961-97.8% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 54.21% | 56.63%-2.4pp | 47.52%+6.7pp | 41.45%+12.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,171 | $6,343-34.2% | $5,984-30.3% | $5,287-21.1% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |