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 | $5,826 | $109,881-94.7% | $150,045-96.1% | $84,808-93.1% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 45.77% | 28.25%+17.5pp | 62.55%-16.8pp | 40.90%+4.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,277 | $6,636-50.6% | $7,997-59.0% | $4,212-22.2% |
| Admin fee / account holder | $17 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |