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 | $4,694 | $68,719-93.2% | $91,541-94.9% | $84,808-94.5% |
| Participation rate | 90.0% | 64.5%+25.5pp | 69.8%+20.2pp | 68.3%+21.7pp |
| Annual return | 26.96% | 19.12%+7.8pp | 20.50%+6.5pp | 40.90%-13.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,409 | $3,136-55.1% | $4,008-64.8% | $4,212-66.5% |
| Admin fee / account holder | $54 | $5,786-99.1% | $6,956-99.2% | $7,344-99.3% |