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 | $4,134 | $176,377-97.7% | $134,143-96.9% | $158,922-97.4% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 20.33% | 63.63%-43.3pp | 36.33%-16.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $409 | $5,040-91.9% | $3,704-89.0% | $4,761-91.4% |
| Participant deferral / active EE | $768 | $4,091-81.2% | $3,499-78.0% | $5,982-87.2% |
| Admin fee / account holder | $5 | $8,718-99.9% | $6,684-99.9% | $11,246-100.0% |