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 8-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 | $2,620 | $116,175-97.7% | $93,606-97.2% | $152,861-98.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 128.18% | 35.96%+92.2pp | 32.76%+95.4pp | 345.32%-217.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,819 | $4,603-60.5% | $4,069-55.3% | $5,850-68.9% |
| Admin fee / account holder | $5 | $10,748-100.0% | $7,888-99.9% | $11,596-100.0% |