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 | $1,017 | $29,319-96.5% | $52,425-98.1% | $82,448-98.8% |
| Participation rate | 84.9% | 46.9%+38.1pp | 55.6%+29.3pp | 68.1%+16.8pp |
| Annual return | 21.76% | 535.20%-513.4pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $598 | $1,171-48.9% | $1,790-66.6% | $4,139-85.6% |
| Admin fee / account holder | $251 | $1,962-87.2% | $2,495-89.9% | $7,234-96.5% |