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 7-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 | $3,839 | $91,552-95.8% | $133,956-97.1% | $79,858-95.2% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 37.79% | 61.85%-24.1pp | 45.09%-7.3pp | 31.71%+6.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,368 | $3,733-36.6% | $5,048-53.1% | $3,740-36.7% |
| Admin fee / account holder | $111 | $6,321-98.2% | $8,927-98.8% | $5,306-97.9% |