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 3-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 | $880 | $80,717-98.9% | $154,803-99.4% | $84,808-99.0% |
| Participation rate | 83.1% | 66.8%+16.3pp | 78.1%+5.0pp | 68.3%+14.8pp |
| Annual return | 77.30% | 37.96%+39.3pp | 58.88%+18.4pp | 40.90%+36.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,019 | $3,303-69.2% | $5,540-81.6% | $4,212-75.8% |
| Admin fee / account holder | $3 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |